Investment Advisory Group’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	$1.72M	Buy	15,781 +17	+0.1%	+$1.87K	0.44%	57
2025 Q4	$1.74M	Sell	15,764 -75	-0.5%	-$8.34K	0.45%	55
2025 Q3	$1.77M	Sell	15,839 -470	-3%	-$51.7K	0.48%	51
2025 Q2	$1.79M	Sell	16,309 -289	-2%	-$31K	0.54%	48
2025 Q1	$1.8M	Sell	16,598 -154	-0.9%	-$16.6K	0.6%	43
2024 Q4	$1.79M	Sell	16,752 -1,802	-10%	-$197K	0.6%	43
2024 Q3	$2.1M	Sell	18,554 -137	-0.7%	-$15.2K	0.73%	35
2024 Q2	$2M	Sell	18,691 -103	-0.5%	-$11K	0.77%	31
2024 Q1	$2.05M	Buy	18,794 +1	+0%	+$109	0.85%	30
2023 Q4	$2.08M	Sell	18,793 -109	-0.6%	-$11.4K	0.96%	26
2023 Q3	$1.93M	Sell	18,902 -658	-3%	-$69.4K	1%	23
2023 Q2	$2.12M	Sell	19,560 -141	-0.7%	-$15.2K	1.08%	23
2023 Q1	$2.16M	Sell	19,701 -297	-1%	-$32.2K	1.24%	21
2022 Q4	$2.11M	Sell	19,998 -512	-2%	-$53.6K	1.29%	20
2022 Q3	$2.1M	Sell	20,510 -968	-5%	-$107K	1.46%	19
2022 Q2	$2.37M	Sell	21,478 -211	-1%	-$23.8K	1.61%	18
2022 Q1	$2.61M	Sell	21,689 -159	-0.7%	-$19.8K	1.58%	16
2021 Q4	$2.71M	Buy	+21,848	New	+$2.9M	1.73%	16