Empirical Asset Management’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	$255K	Buy	2,336 +1	+0%	+$110	0.07%	322
2025 Q4	$257K	Sell	2,335 -247	-10%	-$27.5K	0.07%	282
2025 Q3	$288K	Buy	2,582 +208	+9%	+$22.9K	0.08%	295
2025 Q2	$260K	Sell	2,374 -466	-16%	-$50K	0.08%	277
2025 Q1	$309K	Buy	2,840 +166	+6%	+$17.9K	0.11%	248
2024 Q4	$286K	Buy	2,674 +48	+2%	+$5.25K	0.09%	237
2024 Q3	$297K	Buy	2,626 +81	+3%	+$8.96K	0.11%	236
2024 Q2	$273K	Buy	2,545 +66	+3%	+$7.04K	0.1%	266
2024 Q1	$270K	Buy	2,479 +17	+0.7%	+$1.85K	0.13%	214
2023 Q4	$272K	Buy	2,462 +3	+0.1%	+$312	0.22%	145
2023 Q3	$251K	Sell	2,459 -1	-0%	-$105	0.22%	133
2023 Q2	$266K	Buy	2,460 +19	+0.8%	+$2.06K	0.24%	126
2023 Q1	$268K	Sell	2,441 -436	-15%	-$47.2K	0.26%	117
2022 Q4	$258K	Buy	2,877 +421	+17%	+$44.1K	0.27%	126
2022 Q3	$252K	Buy	2,456 +42	+2%	+$4.63K	0.27%	122
2022 Q2	$266K	Hold	2,414	–	–	0.28%	127
2022 Q1	$292K	Hold	2,414	–	–	0.28%	115
2021 Q4	$320K	Buy	+2,414	New	+$321K	0.31%	106