AssuredPartners Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$333K	Sell	3,040 -5,802	-66%	-$636K	0.08%	174
2025 Q1	$961K	Buy	8,842 +529	+6%	+$57.5K	0.19%	130
2024 Q4	$888K	Buy	+8,313	New	+$888K	0.17%	137