Constant Guidance Financial’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	-3,110	Closed	-$343K	–	56
2025 Q4	$343K	Sell	3,110 -8,080	-72%	-$898K	0.24%	41
2025 Q3	$1.25M	Sell	11,190 -13,170	-54%	-$1.45M	1%	18
2025 Q2	$2.67M	Sell	24,360 -1,252	-5%	-$134K	2.68%	10
2025 Q1	$2.78M	Buy	+25,612	New	+$2.76M	3.5%	6
2024 Q4	–	Sell	-87,930	Closed	-$9.93M	–	43
2024 Q3	$9.93M	Buy	+87,930	New	+$9.73M	8.13%	3
2024 Q2	–	Sell	-16,726	Closed	-$1.8M	–	36
2024 Q1	$1.8M	Sell	16,726 -126,777	-88%	-$13.8M	1.66%	15
2023 Q4	$15.9M	Buy	143,503 +140,110	+4,129%	+$14.6M	16.18%	2
2023 Q3	$342K	Buy	+3,393	New	+$358K	0.45%	15