Aquire Wealth Advisors’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	$239K	Buy	2,192 +10	+0.5%	+$1.1K	0.06%	48
2025 Q4	$240K	Buy	2,182 +18	+0.8%	+$2K	0.06%	46
2025 Q3	$241K	Sell	2,164 -99	-4%	-$10.9K	0.06%	45
2025 Q2	$248K	Sell	2,263 -28	-1%	-$3K	0.07%	44
2025 Q1	$249K	Buy	2,291 +10	+0.4%	+$1.08K	0.08%	45
2024 Q4	$244K	Sell	2,281 -766	-25%	-$83.8K	0.08%	43
2024 Q3	$344K	Buy	3,047 +19	+0.6%	+$2.1K	0.11%	36
2024 Q2	$324K	Buy	3,028 +13	+0.4%	+$1.39K	0.11%	35
2024 Q1	$328K	Hold	3,015	–	–	0.11%	37
2023 Q4	$334K	Buy	3,015 +20	+0.7%	+$2.08K	0.13%	32
2023 Q3	$306K	Sell	2,995 -599	-17%	-$63.2K	0.13%	32
2023 Q2	$389K	Sell	3,594 -380	-10%	-$41.1K	0.16%	32
2023 Q1	$436K	Buy	3,974 +64	+2%	+$6.93K	0.19%	29
2022 Q4	$412K	Buy	3,910 +46	+1%	+$4.82K	0.21%	28
2022 Q3	$396K	Sell	3,864 -185	-5%	-$20.4K	0.23%	28
2022 Q2	$446K	Buy	4,049 +69	+2%	+$7.79K	0.26%	27
2022 Q1	$481K	Buy	3,980 +63	+2%	+$7.86K	0.26%	29
2021 Q4	$519K	Buy	+3,917	New	+$521K	0.27%	28