Claro 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	$501K	Buy	4,601 +1,397	+44%	+$154K	0.06%	239
2025 Q4	$353K	Sell	3,204 -991	-24%	-$110K	0.05%	293
2025 Q3	$468K	Sell	4,195 -37	-0.9%	-$4.07K	0.07%	238
2025 Q2	$464K	Sell	4,232 -7,814	-65%	-$838K	0.08%	214
2025 Q1	$1.31M	Sell	12,046 -42	-0.3%	-$4.53K	0.18%	110
2024 Q4	$1.29M	Sell	12,088 -5,451	-31%	-$596K	0.17%	106
2024 Q3	$1.98M	Buy	17,539 +2,849	+19%	+$315K	0.26%	76
2024 Q2	$1.57M	Sell	14,690 -2,112	-13%	-$225K	0.25%	84
2024 Q1	$1.83M	Sell	16,802 -11,439	-41%	-$1.24M	0.32%	58
2023 Q4	$3.13M	Buy	28,241 +7,116	+34%	+$741K	0.68%	33
2023 Q3	$2.16M	Buy	21,125 +7,350	+53%	+$775K	0.54%	37
2023 Q2	$1.49M	Buy	13,775 +9,783	+245%	+$1.06M	0.37%	56
2023 Q1	$438K	Buy	3,992 +526	+15%	+$57K	0.13%	197
2022 Q4	$365K	Buy	+3,466	New	+$363K	0.12%	205
2019 Q1	–	Sell	-1,113	Closed	-$128K	–	610
2018 Q4	$128K	Buy	+1,113	New	+$125K	0.1%	185