Centerpoint Advisors’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	$69K	Buy	630 +36	+6%	+$3.97K	0.02%	136
2025 Q4	$65K	Hold	594	–	–	0.02%	149
2025 Q3	$66K	Hold	594	–	–	0.02%	152
2025 Q2	$65K	Hold	594	–	–	0.02%	142
2025 Q1	$65K	Buy	594 +13	+2%	+$1.4K	0.02%	147
2024 Q4	$62K	Buy	581 +51	+10%	+$5.58K	0.02%	154
2024 Q3	$60K	Hold	530	–	–	0.02%	158
2024 Q2	$57K	Buy	530 +10	+2%	+$1.07K	0.02%	157
2024 Q1	$57K	Buy	520 +158	+44%	+$17.2K	0.02%	150
2023 Q4	$40K	Hold	362	–	–	0.02%	169
2023 Q3	$37K	Hold	362	–	–	0.02%	170
2023 Q2	$39K	Hold	362	–	–	0.02%	179
2023 Q1	$40K	Hold	362	–	–	0.02%	181
2022 Q4	$38K	Buy	362 +187	+107%	+$19.6K	0.02%	162
2022 Q3	$18K	Hold	175	–	–	0.01%	189
2022 Q2	$19K	Hold	175	–	–	0.01%	196
2022 Q1	$21K	Hold	175	–	–	0.01%	191
2021 Q4	$23K	Hold	175	–	–	0.01%	173
2021 Q3	$23K	Sell	175 -204	-54%	-$27.6K	0.01%	160
2021 Q2	$51K	Buy	379 +29	+8%	+$3.82K	0.02%	127
2021 Q1	$46K	Sell	350 -14	-4%	-$1.86K	0.03%	105
2020 Q4	$50K	Buy	+364	New	+$49.6K	0.03%	99