Keystone Wealth Services’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	$328K	Sell	3,007 -6,693	-69%	-$738K	0.07%	234
2025 Q4	$1.07M	Buy	9,700 +6,634	+216%	+$738K	0.23%	84
2025 Q3	$342K	Sell	3,066 -13,281	-81%	-$1.46M	0.07%	228
2025 Q2	$1.79M	Sell	16,347 -90	-0.5%	-$9.66K	0.43%	53
2025 Q1	$1.79M	Buy	16,437 +12	+0.1%	+$1.29K	0.48%	48
2024 Q4	$1.75M	Buy	16,425 +2,576	+19%	+$282K	0.46%	48
2024 Q3	$1.56M	Buy	13,849 +86	+0.6%	+$9.51K	0.43%	53
2024 Q2	$1.47M	Buy	13,763 +276	+2%	+$29.5K	0.46%	51
2024 Q1	$1.47M	Buy	13,487 +626	+5%	+$68K	0.48%	49
2023 Q4	$1.42M	Buy	12,861 +687	+6%	+$71.5K	0.49%	47
2023 Q3	$1.24M	Buy	+12,174	New	+$1.28M	0.47%	50
2022 Q4	–	Sell	-2,913	Closed	-$298K	–	190
2022 Q3	$298K	Buy	+2,913	New	+$321K	0.14%	119
2022 Q2	–	Sell	-2,189	Closed	-$265K	–	181
2022 Q1	$265K	Sell	2,189 -1,192	-35%	-$149K	0.11%	151
2021 Q4	$448K	Buy	+3,381	New	+$449K	0.18%	99