Financial Gravity 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	$872	Buy	+8	New	+$882	﹤0.01%	768
2025 Q4	–	Sell	-43	Closed	-$4.79K	–	864
2025 Q3	$4.79K	Buy	+43	New	+$4.73K	﹤0.01%	688
2025 Q1	$7.17K	Buy	+66	New	+$7.11K	﹤0.01%	669
2024 Q2	$7.28K	Sell	68 -1,266	-95%	-$135K	﹤0.01%	545
2024 Q1	$145K	Buy	1,334 +490	+58%	+$53.2K	0.02%	239
2023 Q4	$86.8K	Buy	844 +271	+47%	+$28.2K	﹤0.01%	549
2023 Q3	$56.8K	Buy	573 +465	+431%	+$49K	﹤0.01%	502
2023 Q2	$190K	Sell	108 -2	-2%	-$216	0.52%	40
2023 Q1	$32K	Buy	110 +5	+5%	+$541	0.99%	19
2022 Q4	$119K	Sell	105 -1,731	-94%	-$181K	0.62%	29
2022 Q3	$26K	Sell	1,836 -144	-7%	-$15.9K	0.88%	24
2022 Q2	$27.2K	Sell	1,980 -198	-9%	-$22.4K	0.85%	23
2022 Q1	$32.3K	Sell	2,178 -1,413	-39%	-$176K	0.9%	20
2021 Q4	$33.7K	Buy	3,591 +3,340	+1,331%	+$444K	0.76%	29
2021 Q3	$133K	Hold	251	–	–	0.06%	276
2021 Q2	$134K	Sell	251 -117	-32%	-$15.4K	0.05%	275
2021 Q1	$36.8K	Sell	368 -15	-4%	-$2K	0.75%	19
2020 Q4	$53K	Buy	+383	New	+$52.2K	0.05%	83
2020 Q2	–	Sell	-1,560	Closed	-$187K	–	508
2020 Q1	$187K	Sell	1,560 -2,831	-64%	-$361K	0.58%	22
2019 Q4	$301K	Sell	4,391 -480	-10%	-$61.1K	0.21%	56
2019 Q3	$621K	Sell	4,871 -1,566	-24%	-$197K	0.53%	42
2019 Q2	$801K	Sell	6,437 -1,358	-17%	-$163K	0.66%	40
2019 Q1	$922K	Buy	+7,795	New	+$903K	0.75%	33
2018 Q3	$1.86M	Buy	16,501 +659	+4%	+$76K	1.95%	9
2018 Q2	$1.83M	Buy	15,842 +1,233	+8%	+$142K	1.71%	11
2018 Q1	$1.67M	Buy	+14,609	New	+$1.73M	1.71%	10