Coordinated Financial Services’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	$2M	Buy	18,256 +275	+2%	+$30.1K	1.39%	13
2025 Q1	$1.95M	Buy	17,981 +1,139	+7%	+$124K	1.5%	13
2024 Q4	$1.8M	Buy	+16,842	New	+$1.8M	1.4%	12
2024 Q2	$1.15M	Buy	10,764 +955	+10%	+$102K	0.99%	30
2024 Q1	$1.07M	Buy	+9,809	New	+$1.07M	0.93%	29