Avantra Family Wealth’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	$457K	Sell	4,173 -104	-2%	-$11.4K	0.38%	76
2025 Q1	$465K	Buy	4,277 +1,048	+32%	+$114K	0.45%	83
2024 Q4	$345K	Buy	+3,229	New	+$345K	0.32%	110