Ehrlich Financial 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 Q1	–	Sell	-2,125	Closed	-$227K	–	116
2024 Q4	$227K	Buy	+2,125	New	+$227K	0.16%	96
2024 Q2	–	Sell	-4,518	Closed	-$492K	–	109
2024 Q1	$492K	Buy	4,518 +705	+18%	+$76.8K	0.41%	56
2023 Q4	$422K	Buy	+3,813	New	+$422K	0.42%	56