SFS
Security Financial Services’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 |
-2,340
| Closed | -$254K | – | 184 |
|
|
2025
Q1 | $254K | Buy |
2,340
+352
| +18% | +$38.3K | 0.05% | 157 |
|
|
2024
Q4 | $212K | Sell |
1,988
-995
| -33% | -$106K | 0.04% | 164 |
|
|
2024
Q3 | $337K | Buy |
2,983
+929
| +45% | +$105K | 0.07% | 120 |
|
|
2024
Q2 | $220K | Sell |
2,054
-1,105
| -35% | -$118K | 0.05% | 156 |
|
|
2024
Q1 | $344K | Sell |
3,159
-15,287
| -83% | -$1.67M | 0.08% | 129 |
|
|
2023
Q4 | $2.04M | Buy |
18,446
+1,362
| +8% | +$151K | 0.5% | 41 |
|
|
2023
Q3 | $1.74M | Buy |
17,084
+10,752
| +170% | +$1.1M | 0.49% | 42 |
|
|
2023
Q2 | $685K | Sell |
6,332
-1,798
| -22% | -$194K | 0.19% | 78 |
|
|
2023
Q1 | $891K | Sell |
8,130
-10,241
| -56% | -$1.12M | 0.27% | 70 |
|
|
2022
Q4 | $1.94M | Sell |
18,371
-7,562
| -29% | -$797K | 0.6% | 42 |
|
|
2022
Q3 | $2.66M | Buy |
25,933
+16,428
| +173% | +$1.68M | 0.91% | 31 |
|
|
2022
Q2 | $1.05M | Buy |
9,505
+2,206
| +30% | +$243K | 0.33% | 61 |
|
|
2022
Q1 | $883K | Buy |
7,299
+1,175
| +19% | +$142K | 0.28% | 60 |
|
|
2021
Q4 | $812K | Buy |
+6,124
| New | +$812K | 0.27% | 65 |
|