Sincerus Advisory’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
$971K Sell
8,908
-487
-5% -$53.1K 0.91% 34
2025
Q1
$1.02M Sell
9,395
-1,202
-11% -$131K 1.08% 31
2024
Q4
$1.13M Buy
+10,597
New +$1.13M 1.21% 27