Institute for Wealth 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
2023 Q3	–	Sell	-1,875	Closed	-$203K	–	469
2023 Q2	$203K	Buy	+1,875	New	+$203K	0.03%	442
2021 Q4	–	Sell	-1,561	Closed	-$208K	–	502
2021 Q3	$208K	Buy	1,561 +60	+4%	+$8.11K	0.04%	457
2021 Q2	$202K	Buy	+1,501	New	+$198K	0.04%	465
2021 Q1	–	Sell	-1,501	Closed	-$207K	–	480
2020 Q4	$207K	Sell	1,501 -20	-1%	-$2.72K	0.04%	420
2020 Q3	$205K	Sell	1,521 -49	-3%	-$6.68K	0.05%	393
2020 Q2	$211K	Buy	+1,570	New	+$204K	0.05%	390
2020 Q1	–	Sell	-456	Closed	-$58K	–	566
2019 Q4	$58K	Buy	+456	New	+$58.1K	0.01%	509
2017 Q3	–	Sell	-2,935	Closed	-$353K	–	328
2017 Q2	$353K	Buy	+2,935	New	+$351K	0.1%	281
2014 Q4	–	Sell	-46	Closed	-$5K	–	43
2014 Q3	$5K	Hold	46	–	–	﹤0.01%	55
2014 Q2	$5K	Sell	46 -1,887	-98%	-$223K	﹤0.01%	55
2014 Q1	$226K	Sell	1,933 -172	-8%	-$19.9K	0.19%	32
2013 Q4	$240K	Buy	2,105 +2,059	+4,476%	+$235K	0.17%	36
2013 Q3	$5K	Sell	46 -349	-88%	-$39.5K	﹤0.01%	56
2013 Q2	$45K	Buy	+395	New	+$47K	0.04%	55