JNBA Financial 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
2023 Q2	–	Sell	-5	Closed	-$549	–	733
2023 Q1	$549	Buy	+5	New	+$541	﹤0.01%	698
2022 Q3	–	Sell	-474	Closed	-$52K	–	723
2022 Q2	$52K	Buy	+474	New	+$53.5K	0.01%	274
2019 Q2	–	Sell	-18	Closed	-$2K	–	688
2019 Q1	$2K	Buy	+18	New	+$2.08K	﹤0.01%	507
2018 Q4	–	Sell	-262	Closed	-$30K	–	647
2018 Q3	$30K	Buy	+262	New	+$30.2K	0.01%	270
2016 Q4	–	Sell	-69	Closed	-$8K	–	962
2016 Q3	$8K	Sell	69 -105	-60%	-$12.9K	﹤0.01%	1092
2016 Q2	$21K	Hold	174	–	–	0.01%	286
2016 Q1	$21K	Buy	174 +169	+3,380%	+$19.4K	0.01%	282
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	496
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	504
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	503
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	507
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	519
2014 Q3	$1K	Hold	5	–	–	﹤0.01%	556
2014 Q2	$1K	Hold	5	–	–	﹤0.01%	484
2014 Q1	$1K	Hold	5	–	–	﹤0.01%	455
2013 Q4	$1K	Hold	5	–	–	﹤0.01%	416
2013 Q3	$1K	Buy	+5	New	+$566	﹤0.01%	402