Congress Wealth Management’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
2025 Q2	$2.1M	Sell	19,119 -164	-0.9%	-$17.6K	0.02%	547
2025 Q1	$2.1M	Sell	19,283 -24,954	-56%	-$2.69M	0.03%	483
2024 Q4	$4.73M	Buy	44,237 +4,885	+12%	+$535K	0.07%	292
2024 Q3	$4.45M	Sell	39,352 -55	-0.1%	-$6.08K	0.06%	308
2024 Q2	$4.22M	Sell	39,407 -30	-0.1%	-$3.2K	0.07%	265
2024 Q1	$4.3M	Sell	39,437 -6,463	-14%	-$702K	0.07%	244
2023 Q4	$5.08M	Buy	45,900 +5,590	+14%	+$582K	0.09%	222
2023 Q3	$4.11M	Buy	40,310 +23,735	+143%	+$2.5M	0.09%	235
2023 Q2	$1.79M	Sell	16,575 -1,439	-8%	-$156K	0.04%	279
2023 Q1	$1.97M	Sell	18,014 -369	-2%	-$40K	0.05%	267
2022 Q4	$1.94M	Sell	18,383 -1,812	-9%	-$190K	0.05%	263
2022 Q3	$2.07M	Sell	20,195 -181	-0.9%	-$20K	0.06%	269
2022 Q2	$2.24M	Sell	20,376 -2,190	-10%	-$247K	0.06%	270
2022 Q1	$2.73M	Sell	22,566 -14,893	-40%	-$1.86M	0.06%	271
2021 Q4	$4.96M	Buy	+37,459	New	+$4.98M	0.1%	224