Consultiva Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$163K	Hold	1,488	–	–	0.5%	30
2025 Q1	$162K	Hold	1,488	–	–	0.56%	28
2024 Q4	$159K	Buy	+1,488	New	+$159K	0.8%	21
2021 Q1	$89K	Hold	688	–	–	1.93%	13
2020 Q4	$95K	Buy	+688	New	+$95K	2.22%	13
2019 Q2	$92K	Buy	+688	New	+$92K	1.87%	16