Capital Planning Advisors’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
2019 Q4	–	Sell	-1,150	Closed	-$147K	–	137
2019 Q3	$147K	Buy	+1,150	New	+$147K	0.04%	122
2015 Q2	–	Sell	-7,844	Closed	-$955K	–	109
2015 Q1	$955K	Buy	7,844 +5,952	+315%	+$725K	0.67%	29
2014 Q4	$226K	Buy	+1,892	New	+$226K	0.2%	80