Security National Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.4K | Hold |
560
| – | – | 0.01% | 204 |
|
2025
Q1 | $60.9K | Hold |
560
| – | – | 0.01% | 203 |
|
2024
Q4 | $59.8K | Hold |
560
| – | – | 0.01% | 200 |
|
2024
Q3 | $63.3K | Hold |
560
| – | – | 0.01% | 187 |
|
2024
Q2 | $60K | Hold |
560
| – | – | 0.01% | 186 |
|
2024
Q1 | $61K | Hold |
560
| – | – | 0.01% | 182 |
|
2023
Q4 | $62K | Buy |
+560
| New | +$62K | 0.01% | 184 |
|