Icon 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	$261K	Buy	2,402 +23	+1%	+$2.54K	0.02%	340
2025 Q4	$262K	Sell	2,379 -158	-6%	-$17.6K	0.02%	340
2025 Q3	$283K	Sell	2,537 -9,207	-78%	-$1.01M	0.02%	320
2025 Q2	$1.29M	Sell	11,744 -510	-4%	-$54.7K	0.09%	151
2025 Q1	$1.33M	Sell	12,254 -881	-7%	-$94.9K	0.11%	133
2024 Q4	$1.4M	Buy	13,135 +2,344	+22%	+$256K	0.12%	129
2024 Q3	$1.22M	Sell	10,791 -113	-1%	-$12.5K	0.1%	139
2024 Q2	$1.19M	Sell	10,904 -14,351	-57%	-$1.53M	0.11%	135
2024 Q1	$2.75M	Sell	25,255 -44,829	-64%	-$4.87M	0.26%	74
2023 Q4	$7.76M	Buy	+70,084	New	+$7.3M	0.81%	24
2022 Q4	$1.69M	Buy	16,044 +3,252	+25%	+$340K	0.19%	104
2022 Q3	$1.31M	Buy	+12,792	New	+$1.41M	0.16%	113