Source Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$516K Sell
2024
Q2
$491K Buy
2024
Q1
$454K Buy
2023
Q4
$342K Sell
2023
Q3
$324K Sell
2023
Q2
$703K Buy
2023
Q1
$707K Buy
2021
Q2
Sell
2021
Q1
$2.08M Buy
2020
Q4
$1.97M Buy