J. Safra Sarasin Holding’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Hold	15,000	–	–	0.03%	262
2025 Q1	$1.63M	Hold	15,000	–	–	0.03%	248
2024 Q4	$1.6M	Sell	15,000 -1,800	-11%	-$192K	0.03%	246
2024 Q3	$1.9M	Buy	16,800 +1,800	+12%	+$203K	0.03%	216
2024 Q2	$1.61M	Buy	+15,000	New	+$1.61M	0.03%	255