Gries Financial’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
2025 Q3	$1.42M	Sell	12,730 -141	-1%	-$15.5K	0.22%	105
2025 Q2	$1.41M	Sell	12,871 -446	-3%	-$47.9K	0.26%	98
2025 Q1	$1.45M	Sell	13,317 -538	-4%	-$58K	0.28%	89
2024 Q4	$1.48M	Buy	13,855 +378	+3%	+$41.4K	0.26%	93
2024 Q3	$1.52M	Sell	13,477 -2,562	-16%	-$283K	0.29%	87
2024 Q2	$1.72M	Sell	16,039 -24,301	-60%	-$2.59M	0.35%	78
2024 Q1	$4.39M	Buy	40,340 +18,066	+81%	+$1.96M	0.73%	24
2023 Q4	$2.46M	Buy	22,274 +907	+4%	+$94.5K	0.54%	43
2023 Q3	$2.18M	Buy	21,367 +16,121	+307%	+$1.7M	0.59%	39
2023 Q2	$567K	Sell	5,246 -16	-0.3%	-$1.73K	0.16%	106
2023 Q1	$577K	Buy	5,262 +25	+0.5%	+$2.71K	0.17%	106
2022 Q4	$552K	Sell	5,237 -596	-10%	-$62.4K	0.18%	98
2022 Q3	$598K	Buy	+5,833	New	+$643K	0.25%	91
2022 Q2	–	Sell	-4,525	Closed	-$547K	–	145
2022 Q1	$547K	Buy	4,525 +2	+0%	+$249	0.2%	100
2021 Q4	$599K	Buy	4,523 +4	+0.1%	+$532	0.24%	100
2021 Q3	$601K	Buy	+4,519	New	+$611K	0.19%	104