Enzi Wealth’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
2023 Q3	–	Sell	-2,070	Closed	-$224K	–	60
2023 Q2	$224K	Sell	2,070 -6,200	-75%	-$671K	0.11%	54
2023 Q1	$899K	Sell	8,270 -9,899	-54%	-$1.08M	0.46%	25
2022 Q4	$2.01M	Sell	18,169 -800	-4%	-$88.6K	0.96%	17
2022 Q3	$1.98M	Buy	+18,969	New	+$1.98M	0.97%	21