Beacon Financial Advisory’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	-2,830	Closed	-$308K	–	364
2025 Q1	$308K	Buy	+2,830	New	+$308K	0.09%	239
2021 Q1	–	Sell	-2,696	Closed	-$372K	–	231
2020 Q4	$372K	Buy	+2,696	New	+$372K	0.24%	124