Choate Investment 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	–	Sell	-500	Closed	-$55.1K	–	449
2025 Q4	$55.1K	Buy	+500	New	+$55.6K	﹤0.01%	441
2025 Q3	–	Sell	-500	Closed	-$54.8K	–	464
2025 Q2	$54.8K	Buy	+500	New	+$53.7K	﹤0.01%	440
2023 Q4	–	Sell	-589	Closed	-$60.1K	–	427
2023 Q3	$60.1K	Hold	589	–	–	﹤0.01%	393
2023 Q2	$63.7K	Buy	589 +89	+18%	+$9.63K	﹤0.01%	314
2023 Q1	$54.8K	Hold	500	–	–	﹤0.01%	294
2022 Q4	$52.7K	Hold	500	–	–	﹤0.01%	302
2022 Q3	$51K	Sell	500 -2,448	-83%	-$270K	﹤0.01%	270
2022 Q2	$324K	Sell	2,948 -241	-8%	-$27.2K	0.02%	208
2022 Q1	$385K	Sell	3,189 -574	-15%	-$71.6K	0.02%	219
2021 Q4	$498K	Buy	3,763 +574	+18%	+$76.3K	0.03%	187
2021 Q3	$425K	Hold	3,189	–	–	0.03%	190
2021 Q2	$428K	Sell	3,189 -50	-2%	-$6.59K	0.03%	191
2021 Q1	$421K	Buy	3,239 +50	+2%	+$6.65K	0.03%	190
2020 Q4	$440K	Sell	3,189 -314	-9%	-$42.8K	0.03%	176
2020 Q3	$472K	Buy	3,503 +314	+10%	+$42.8K	0.03%	162
2020 Q2	$429K	Hold	3,189	–	–	0.03%	166
2020 Q1	$394K	Buy	+3,189	New	+$406K	0.03%	169
2019 Q1	–	Sell	-3,029	Closed	-$342K	–	236
2018 Q4	$342K	Buy	+3,029	New	+$341K	0.02%	171