Curran Financial Partners’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	$8.28M	Buy	75,937 +12,217	+19%	+$1.35M	1.48%	22
2025 Q4	$7.02M	Buy	63,720 +7,099	+13%	+$789K	1.33%	20
2025 Q3	$6.31M	Sell	56,621 -35,764	-39%	-$3.93M	1.25%	22
2025 Q2	$10.1M	Sell	92,385 -53,210	-37%	-$5.71M	2.24%	13
2025 Q1	$15.8M	Buy	145,595 +55,739	+62%	+$6.01M	3.88%	5
2024 Q4	$9.6M	Buy	89,856 +27,223	+43%	+$2.98M	2.52%	12
2024 Q3	$7.08M	Buy	62,633 +3,308	+6%	+$366K	2.01%	12
2024 Q2	$6.35M	Buy	59,325 +2,758	+5%	+$294K	2.13%	11
2024 Q1	$6.16M	Buy	56,567 +1,831	+3%	+$199K	2.14%	11
2023 Q4	$5.95M	Sell	54,736 -33,511	-38%	-$3.49M	2.28%	11
2023 Q3	$9M	Buy	88,247 +38,670	+78%	+$4.08M	3.93%	5
2023 Q2	$5.36M	Sell	49,577 -18,840	-28%	-$2.04M	2.33%	11
2023 Q1	$7.5M	Sell	68,417 -8,447	-11%	-$915K	3.56%	7
2022 Q4	$8.1M	Sell	76,864 -67,551	-47%	-$7.07M	3.91%	5
2022 Q3	$14.8M	Sell	144,415 -19,322	-12%	-$2.13M	7.5%	1
2022 Q2	$18M	Buy	163,737 +60,526	+59%	+$6.83M	8.5%	1
2022 Q1	$12.5M	Sell	103,211 -24,523	-19%	-$3.06M	5.13%	3
2021 Q4	$16.9M	Buy	127,734 +33,740	+36%	+$4.48M	7.18%	2
2021 Q3	$12.5M	Buy	93,994 +11,524	+14%	+$1.56M	6.4%	3
2021 Q2	$11.1M	Sell	82,470 -10,807	-12%	-$1.42M	6.09%	4
2021 Q1	$12.1M	Buy	93,277 +44,081	+90%	+$5.86M	8.71%	1
2020 Q4	$6.79M	Buy	+49,196	New	+$6.7M	5.82%	4