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

Uptown Financial Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Sell
13,526
-755
-5% -$82.8K 1.27% 17
2025
Q1 		$1.55M Buy
14,281
+953
+7% +$104K 1.58% 17
2024
Q4 		$1.42M Buy
+13,328
New +$1.42M 1.54% 18