BankPlus 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	$2.23M	Buy	20,370 +3,873	+23%	+$425K	1.48%	12
2025 Q1	$1.79M	Buy	16,497 +4,536	+38%	+$493K	1.32%	11
2024 Q4	$1.28M	Buy	+11,961	New	+$1.28M	0.95%	18