Bulltick Wealth Management’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
2026 Q1	$2.26M	Buy	20,760 +2,082	+11%	+$230K	0.5%	50
2025 Q4	$2.06M	Buy	18,678 +2,018	+12%	+$224K	0.44%	50
2025 Q3	$1.86M	Sell	16,660 -5,830	-26%	-$641K	0.44%	54
2025 Q2	$2.47M	Sell	22,490 -37,698	-63%	-$4.05M	0.61%	45
2025 Q1	$6.54M	Sell	60,188 -19,975	-25%	-$2.15M	1.74%	16
2024 Q4	$8.56M	Buy	80,163 +6,040	+8%	+$661K	2.02%	11
2024 Q3	$8.37M	Sell	74,123 -2,353	-3%	-$260K	2.08%	12
2024 Q2	$8.19M	Buy	76,476 +11,748	+18%	+$1.25M	2.29%	20
2024 Q1	$7.05M	Buy	64,728 +2,948	+5%	+$320K	1.47%	29
2023 Q4	$6.84M	Buy	61,780 +29,472	+91%	+$3.07M	1.57%	27
2023 Q3	$3.3M	Buy	32,308 +1,235	+4%	+$130K	0.82%	43
2023 Q2	$3.36M	Sell	31,073 -15,116	-33%	-$1.63M	0.79%	44
2023 Q1	$5.06M	Buy	+46,189	New	+$5M	1.33%	31
2022 Q1	–	Sell	-1,968	Closed	-$261K	–	156
2021 Q4	$261K	Hold	1,968	–	–	0.05%	122
2021 Q3	$262K	Buy	1,968 +109	+6%	+$14.7K	0.06%	113
2021 Q2	$250K	Buy	+1,859	New	+$245K	0.06%	112