Financial Partners Group (Kansas)’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
2024 Q4	–	Sell	-11,691	Closed	-$1.32M	–	192
2024 Q3	$1.32M	Buy	+11,691	New	+$1.29M	0.2%	60
2023 Q4	–	Sell	-3,019	Closed	-$307K	–	172
2023 Q3	$307K	Sell	3,019 -1,210	-29%	-$128K	0.06%	117
2023 Q2	$448K	Buy	4,229 +1,788	+73%	+$193K	0.09%	96
2023 Q1	$268K	Buy	+2,441	New	+$264K	0.06%	133
2021 Q4	–	Sell	-2,255	Closed	-$300K	–	165
2021 Q3	$300K	Buy	2,255 +9	+0.4%	+$1.22K	0.07%	128
2021 Q2	$302K	Buy	2,246 +24	+1%	+$3.16K	0.08%	122
2021 Q1	$289K	Buy	2,222 +144	+7%	+$19.2K	0.08%	118
2020 Q4	$282K	Sell	2,078 -4	-0.2%	-$545	0.08%	104
2020 Q3	$280K	Buy	+2,082	New	+$284K	0.1%	94
2019 Q4	–	Sell	-9,252	Closed	-$1.18M	–	85
2019 Q3	$1.18M	Sell	9,252 -14,471	-61%	-$1.82M	0.52%	32
2019 Q2	$2.95M	Buy	+23,723	New	+$2.85M	1.39%	20
2018 Q3	–	Sell	-5,123	Closed	-$587K	–	81
2018 Q2	$587K	Sell	5,123 -255	-5%	-$29.4K	0.43%	43
2018 Q1	$631K	Sell	5,378 -18	-0.3%	-$2.13K	0.49%	41
2017 Q4	$656K	Buy	+5,396	New	+$653K	0.52%	42