Vermillion & White Wealth Management Group’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
2025
Q3
$298K Sell
2025
Q2
$293K Hold
2025
Q1
$291K Sell
2024
Q4
$431K Sell
2024
Q3
$532K Sell
2024
Q2
$538K Buy
2024
Q1
$534K Sell
2023
Q4
$553K Buy