FWL Investment 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	$53.2K	Buy	488 +30	+7%	+$3.31K	0.01%	158
2025 Q4	$50.5K	Buy	458 +15	+3%	+$1.67K	0.01%	157
2025 Q3	$49.4K	Buy	443 +60	+16%	+$6.6K	0.01%	149
2025 Q2	$42K	Sell	383 -5	-1%	-$537	0.01%	158
2025 Q1	$42.2K	Buy	388 +40	+11%	+$4.31K	0.02%	144
2024 Q4	$37.2K	Sell	348 -5	-1%	-$547	0.01%	162
2024 Q3	$39.9K	Buy	353 +15	+4%	+$1.66K	0.02%	135
2024 Q2	$36.2K	Buy	338 +37	+12%	+$3.95K	0.02%	129
2024 Q1	$32.8K	Buy	301 +8	+3%	+$869	0.02%	120
2023 Q4	$32.4K	Buy	293 +264	+910%	+$27.5K	0.02%	112
2023 Q3	$2.96K	Buy	+29	New	+$3.06K	﹤0.01%	167
2023 Q2	–	Sell	-11	Closed	-$1.21K	–	66
2023 Q1	$1.21K	Buy	11 +10	+1,000%	+$1.08K	﹤0.01%	72
2022 Q4	$105	Sell	1 -77	-99%	-$8.06K	﹤0.01%	187
2022 Q3	$8K	Buy	+78	New	+$8.6K	0.01%	53