Atwood & Palmer’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
2025 Q1	–	Sell	-257	Closed	-$27.5K	–	471
2024 Q4	$27.5K	Hold	257	–	–	﹤0.01%	265
2024 Q3	$29K	Buy	+257	New	+$28.4K	﹤0.01%	264
2021 Q3	–	Sell	-34	Closed	-$5K	–	438
2021 Q2	$5K	Hold	34	–	–	﹤0.01%	364
2021 Q1	$4K	Sell	34 -229	-87%	-$30.5K	﹤0.01%	396
2020 Q4	$36K	Buy	+263	New	+$35.8K	﹤0.01%	233
2017 Q1	–	Sell	-1,079	Closed	-$126K	–	325
2016 Q4	$126K	Hold	1,079	–	–	0.02%	129
2016 Q3	$133K	Hold	1,079	–	–	0.02%	132
2016 Q2	$132K	Hold	1,079	–	–	0.02%	134
2016 Q1	$128K	Hold	1,079	–	–	0.02%	132
2015 Q4	$123K	Buy	1,079 +34	+3%	+$3.93K	0.02%	147
2015 Q3	$121K	Buy	1,045 +995	+1,990%	+$115K	0.02%	143
2015 Q2	$6K	Hold	50	–	–	﹤0.01%	322
2015 Q1	$6K	Hold	50	–	–	﹤0.01%	294
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	329
2014 Q3	$6K	Buy	+50	New	+$5.94K	﹤0.01%	335