CBIZ Investment Advisory Services’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	$4.26K	Hold	39	–	–	﹤0.01%	243
2025 Q4	$4.28K	Sell	39 -8,363	-100%	-$930K	﹤0.01%	528
2025 Q3	$937K	Hold	8,402	–	–	0.04%	28
2025 Q2	$921K	Hold	8,402	–	–	0.04%	23
2025 Q1	$913K	Sell	8,402 -142	-2%	-$15.3K	0.04%	24
2024 Q4	$913K	Buy	+8,544	New	+$935K	0.05%	24
2021 Q4	–	Hold	0	–	-$402K	–	65
2021 Q3	–	Hold	0	–	–	–	31
2021 Q2	–	Hold	0	–	–	–	33
2021 Q1	–	Hold	0	–	–	–	28
2020 Q4	–	Hold	0	–	–	–	24
2020 Q3	–	Hold	0	–	–	–	26
2020 Q2	–	Hold	0	–	–	–	29
2020 Q1	–	Hold	0	–	–	–	23
2019 Q4	–	Hold	0	–	–	–	30