Curtis Advisory Group’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	–	Sell	-9,802	Closed	-$1.07M	–	110
2025 Q1	$1.07M	Buy	9,802 +198	+2%	+$21.5K	0.31%	49
2024 Q4	$1.03M	Buy	9,604 +794	+9%	+$84.8K	0.27%	48
2024 Q3	$995K	Buy	+8,810	New	+$995K	0.28%	47