Balboa Wealth Partners’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
2024 Q2	–	Sell	-2,269	Closed	-$247K	–	324
2024 Q1	$247K	Sell	2,269 -6,662	-75%	-$726K	0.07%	194
2023 Q4	$988K	Buy	+8,931	New	+$988K	0.33%	57
2023 Q3	–	Sell	-11,793	Closed	-$1.28M	–	306
2023 Q2	$1.28M	Buy	+11,793	New	+$1.28M	0.44%	35