Ball & Co Wealth Management’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	–	Sell	-41,739	Closed	-$4.54M	–	73
2025 Q1	$4.54M	Buy	+41,739	New	+$4.54M	4.86%	7