Wescott Financial Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wescott Financial Advisory 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 Q3	$3.68M	Buy
2025 Q2	$3.38M	Buy
2025 Q1	$3.18M	Buy
2024 Q4	$2.82M	Buy
2024 Q3	$2.57M	Buy
2024 Q2	$2.08M	Buy
2024 Q1	$1.88M	Buy
2023 Q4	$365K	Buy