Atomi Financial Group’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	$5.69M	Sell	52,207 -19,138	-27%	-$2.11M	0.18%	107
2025 Q4	$7.86M	Buy	71,345 +5,034	+8%	+$560K	0.23%	80
2025 Q3	$7.39M	Buy	66,311 +10,847	+20%	+$1.19M	0.24%	78
2025 Q2	$6.08M	Buy	55,464 +5,337	+11%	+$573K	0.23%	82
2025 Q1	$5.45M	Sell	50,127 -11,570	-19%	-$1.25M	0.25%	82
2024 Q4	$6.59M	Buy	61,697 +2,177	+4%	+$238K	0.33%	56
2024 Q3	$6.72M	Buy	59,520 +1,849	+3%	+$205K	0.42%	42
2024 Q2	$6.18M	Buy	57,671 +46,631	+422%	+$4.98M	0.46%	42
2024 Q1	$1.2M	Sell	11,040 -2,955	-21%	-$321K	0.11%	164
2023 Q4	$1.55M	Buy	13,995 +4,002	+40%	+$417K	0.21%	97
2023 Q3	$1.02M	Buy	+9,993	New	+$1.05M	0.34%	80