Williams Financial’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
Q1
Sell
2023
Q4
$2.52M Sell
2023
Q3
$2.39M Buy
2022
Q4
Sell
2022
Q3
$1.26M Buy
2021
Q2
Sell
2021
Q1
$6.82M Sell
2020
Q4
$10.2M Buy