Etesian Wealth Advisors’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	$416K	Sell	3,814 -143	-4%	-$15.8K	0.13%	97
2025 Q4	$436K	Sell	3,957 -1,695	-30%	-$188K	0.14%	100
2025 Q3	$630K	Sell	5,652 -734	-11%	-$80.7K	0.21%	85
2025 Q2	$700K	Sell	6,386 -2,540	-28%	-$273K	0.26%	77
2025 Q1	$970K	Sell	8,926 -645	-7%	-$69.5K	0.42%	65
2024 Q4	$1.02M	Sell	9,571 -199	-2%	-$21.8K	0.45%	64
2024 Q3	$1.1M	Sell	9,770 -195	-2%	-$21.6K	0.5%	62
2024 Q2	$1.07M	Sell	9,965 -221	-2%	-$23.6K	0.6%	57
2024 Q1	$1.11M	Sell	10,186 -521	-5%	-$56.6K	0.64%	56
2023 Q4	$1.19M	Buy	10,707 +58	+0.5%	+$6.04K	0.71%	49
2023 Q3	$1.09M	Sell	10,649 -63	-0.6%	-$6.64K	0.73%	47
2023 Q2	$1.16M	Sell	10,712 -357	-3%	-$38.6K	0.76%	47
2023 Q1	$1.21M	Sell	11,069 -311	-3%	-$33.7K	0.81%	44
2022 Q4	$1.2M	Buy	+11,380	New	+$1.19M	0.87%	44