Allie Family Office’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
2026 Q1	$1.86M	Buy	17,039 +450	+3%	+$49.6K	0.81%	23
2025 Q4	$1.83M	Hold	16,589	–	–	0.85%	21
2025 Q3	$1.85M	Buy	16,589 +2,320	+16%	+$255K	0.88%	22
2025 Q2	$1.56M	Sell	14,269 -1,640	-10%	-$176K	0.78%	23
2025 Q1	$1.73M	Hold	15,909	–	–	0.95%	22
2024 Q4	$1.7M	Buy	15,909 +884	+6%	+$96.7K	0.94%	22
2024 Q3	$1.7M	Buy	15,025 +2,000	+15%	+$221K	0.91%	21
2024 Q2	$1.4M	Hold	13,025	–	–	0.84%	22
2024 Q1	$1.42M	Hold	13,025	–	–	0.84%	19
2023 Q4	$1.44M	Hold	13,025	–	–	1%	18
2023 Q3	$1.33M	Buy	13,025 +4,240	+48%	+$447K	1.07%	17
2023 Q2	$950K	Buy	8,785 +460	+6%	+$49.7K	0.68%	22
2023 Q1	$913K	Hold	8,325	–	–	0.68%	24
2022 Q4	$878K	Buy	8,325 +950	+13%	+$99.4K	0.72%	22
2022 Q3	$756K	Hold	7,375	–	–	0.65%	22
2022 Q2	$811K	Buy	7,375 +1,765	+31%	+$199K	0.66%	25
2022 Q1	$678K	Hold	5,610	–	–	0.52%	32
2021 Q4	$743K	Buy	+5,610	New	+$746K	0.59%	33