Daymark Wealth 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	$288K	Sell	2,642 -174	-6%	-$19.2K	0.01%	584
2025 Q4	$310K	Sell	2,816 -2,716	-49%	-$302K	0.01%	484
2025 Q3	$617K	Buy	5,532 +374	+7%	+$41.1K	0.02%	341
2025 Q2	$565K	Sell	5,158 -142	-3%	-$15.2K	0.02%	329
2025 Q1	$576K	Buy	5,300 +2	+0%	+$215	0.02%	313
2024 Q4	$566K	Sell	5,298 -197	-4%	-$21.6K	0.02%	306
2024 Q3	$621K	Sell	5,495 -416	-7%	-$46K	0.03%	304
2024 Q2	$633K	Buy	5,911 +323	+6%	+$34.5K	0.03%	296
2024 Q1	$609K	Buy	5,588 +1,443	+35%	+$157K	0.03%	253
2023 Q4	$459K	Sell	4,145 -274	-6%	-$28.5K	0.03%	267
2023 Q3	$451K	Buy	+4,419	New	+$466K	0.03%	253
2023 Q1	–	Sell	-1,940	Closed	-$205K	–	300
2022 Q4	$205K	Buy	+1,940	New	+$203K	0.04%	219