Keebeck Wealth Management’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
2024 Q1	–	Sell	-4,025	Closed	-$445K	–	286
2023 Q4	$445K	Buy	4,025 +1,221	+44%	+$135K	0.07%	190
2023 Q3	$286K	Buy	+2,804	New	+$286K	0.05%	210