Ironwood 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
2026 Q1	$2.6M	Sell	23,864 -139	-0.6%	-$15.3K	0.45%	51
2025 Q4	$2.65M	Sell	24,003 -1,508	-6%	-$168K	0.45%	52
2025 Q3	$2.84M	Sell	25,511 -247	-1%	-$27.2K	0.5%	48
2025 Q2	$2.8M	Hold	25,758	–	–	0.6%	42
2025 Q1	$2.8M	Sell	25,758 -271	-1%	-$29.2K	0.6%	42
2024 Q4	$2.78M	Sell	26,029 -588	-2%	-$64.3K	0.58%	40
2024 Q3	$3.01M	Sell	26,617 -2,813	-10%	-$311K	0.63%	38
2024 Q2	$3.15M	Sell	29,430 -252	-0.8%	-$26.9K	0.71%	38
2024 Q1	$3.23M	Buy	29,682 +8,615	+41%	+$936K	0.74%	35
2023 Q4	$2.33M	Buy	+21,067	New	+$2.19M	0.56%	39
2021 Q4	–	Sell	-176	Closed	-$23K	–	365
2021 Q3	$23K	Buy	176 +140	+389%	+$18.9K	0.01%	270
2021 Q2	$5K	Hold	36	–	–	﹤0.01%	432
2021 Q1	$5K	Hold	36	–	–	﹤0.01%	419
2020 Q4	$5K	Hold	36	–	–	﹤0.01%	380
2020 Q3	$5K	Hold	36	–	–	﹤0.01%	328
2020 Q2	$5K	Hold	36	–	–	﹤0.01%	312
2020 Q1	$4K	Buy	+36	New	+$4.59K	﹤0.01%	288