Shared Vision Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Shared Vision Wealth Group’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$266K	Sell
2025 Q3	$378K	Sell
2025 Q2	$403K	Sell
2025 Q1	$554K	Sell
2024 Q4	$563K	Sell
2024 Q3	$650K	Sell
2024 Q2	$624K	Sell
2024 Q1	$1.54M	Buy
2023 Q4	$1.53M	Buy