Baldwin Wealth Partners’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
2023 Q4	–	Sell	-300	Closed	-$30.6K	–	762
2023 Q3	$30.6K	Hold	300	–	–	﹤0.01%	461
2023 Q2	$32.4K	Hold	300	–	–	﹤0.01%	469
2023 Q1	$32.9K	Hold	300	–	–	﹤0.01%	474
2022 Q4	$31.6K	Buy	+300	New	+$31.4K	﹤0.01%	479
2018 Q1	–	Sell	-400	Closed	-$49K	–	498
2017 Q4	$49K	Sell	400 -80	-17%	-$9.68K	0.01%	301
2017 Q3	$58K	Hold	480	–	–	0.01%	279
2017 Q2	$58K	Hold	480	–	–	0.01%	284
2017 Q1	$57K	Sell	480 -1,720	-78%	-$202K	0.01%	282
2016 Q4	$258K	Sell	2,200 -2,138	-49%	-$254K	0.05%	162
2016 Q3	$534K	Buy	4,338 +3,288	+313%	+$405K	0.1%	121
2016 Q2	$129K	Sell	1,050 -150	-13%	-$18K	0.03%	190
2016 Q1	$143K	Buy	+1,200	New	+$138K	0.03%	211