RFA
RTD Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,937
| Closed | -$537K | – | 116 |
|
|
2025
Q1 | $537K | Sell |
4,937
-112
| -2% | -$12.2K | 0.07% | 79 |
|
|
2024
Q4 | $539K | Buy |
5,049
+688
| +16% | +$73.5K | 0.07% | 76 |
|
|
2024
Q3 | $493K | Buy |
4,361
+13
| +0.3% | +$1.47K | 0.06% | 82 |
|
|
2024
Q2 | $466K | Buy |
+4,348
| New | +$466K | 0.06% | 81 |
|