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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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