Avaii Wealth Management’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	$299K	Buy	2,744 +91	+3%	+$10K	0.1%	121
2025 Q4	$292K	Sell	2,653 -130	-5%	-$14.5K	0.11%	116
2025 Q3	$310K	Sell	2,783 -7	-0.3%	-$770	0.12%	106
2025 Q2	$306K	Sell	2,790 -10	-0.4%	-$1.07K	0.14%	97
2025 Q1	$304K	Sell	2,800 -2,505	-47%	-$270K	0.16%	86
2024 Q4	$567K	Buy	5,305 +848	+19%	+$92.8K	0.28%	54
2024 Q3	$504K	Buy	4,457 +475	+12%	+$52.6K	0.25%	55
2024 Q2	$427K	Buy	3,982 +127	+3%	+$13.6K	0.24%	75
2024 Q1	$420K	Sell	3,855 -2,681	-41%	-$291K	0.25%	78
2023 Q4	$723K	Buy	6,536 +245	+4%	+$25.5K	0.47%	47
2023 Q3	$642K	Sell	6,291 -63	-1%	-$6.64K	0.49%	45
2023 Q2	$687K	Buy	+6,354	New	+$687K	0.53%	44
2022 Q1	–	Sell	-3,247	Closed	-$430K	–	132
2021 Q4	$430K	Buy	+3,247	New	+$432K	0.43%	50