Cornerstone Planning Group’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	$153K	Sell	1,404 -360	-20%	-$39.7K	0.02%	193
2025 Q4	$195K	Sell	1,764 -599	-25%	-$66.6K	0.03%	138
2025 Q3	$264K	Buy	2,363 +2,312	+4,533%	+$254K	0.04%	116
2025 Q2	$5.65K	Sell	51 -209	-80%	-$22.4K	﹤0.01%	696
2025 Q1	$27.6K	Buy	260 +73	+39%	+$7.87K	0.01%	342
2024 Q4	$20.2K	Sell	187 -21	-10%	-$2.3K	﹤0.01%	308
2024 Q3	$22.8K	Sell	208 -217	-51%	-$24K	0.01%	283
2024 Q2	$46.8K	Sell	425 -194	-31%	-$20.7K	0.01%	209
2024 Q1	$65.8K	Sell	619 -1,016	-62%	-$110K	0.02%	144
2023 Q4	$181K	Sell	1,635 -819	-33%	-$85.3K	0.06%	87
2023 Q3	$250K	Buy	2,454 +1,580	+181%	+$167K	0.1%	69
2023 Q2	$94.5K	Buy	+874	New	+$94.5K	0.04%	144
2022 Q4	$143K	Buy	+1,287	New	+$135K	0.06%	124