KG&L Capital Management’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	$2.25M	Sell	20,648 -5,487	-21%	-$605K	1.61%	14
2025 Q4	$2.88M	Buy	26,135 +558	+2%	+$62K	0.74%	32
2025 Q3	$2.85M	Sell	25,577 -993	-4%	-$109K	0.78%	29
2025 Q2	$2.91M	Buy	26,570 +892	+3%	+$95.7K	0.86%	30
2025 Q1	$2.79M	Buy	25,678 +1,010	+4%	+$109K	0.9%	28
2024 Q4	$2.64M	Buy	24,668 +1,218	+5%	+$133K	0.85%	29
2024 Q3	$2.65M	Buy	23,450 +169	+0.7%	+$18.7K	0.85%	27
2024 Q2	$2.49M	Buy	23,281 +1,550	+7%	+$165K	0.86%	27
2024 Q1	$2.37M	Buy	21,731 +79	+0.4%	+$8.58K	0.94%	24
2023 Q4	$2.4M	Buy	21,652 +276	+1%	+$28.7K	1%	22
2023 Q3	$2.18M	Buy	21,376 +674	+3%	+$71.1K	1.05%	19
2023 Q2	$2.24M	Buy	20,702 +12	+0.1%	+$1.3K	1.07%	19
2023 Q1	$2.27M	Sell	20,690 -855	-4%	-$92.6K	1.19%	20
2022 Q4	$2.27M	Buy	21,545 +407	+2%	+$42.6K	1.31%	17
2022 Q3	$2.17M	Buy	21,138 +2,671	+14%	+$294K	1.22%	21
2022 Q2	$2.03M	Sell	18,467 -22	-0.1%	-$2.48K	1.1%	24
2022 Q1	$2.24M	Buy	18,489 +44	+0.2%	+$5.49K	0.93%	27
2021 Q4	$2.44M	Buy	18,445 +574	+3%	+$76.3K	0.99%	25
2021 Q3	$2.38M	Buy	17,871 +198	+1%	+$26.8K	1.05%	26
2021 Q2	$2.38M	Buy	17,673 +337	+2%	+$44.4K	1.09%	26
2021 Q1	$2.25M	Buy	17,336 +1,266	+8%	+$168K	1.14%	25
2020 Q4	$2.22M	Buy	16,070 +398	+3%	+$54.2K	1.22%	22
2020 Q3	$2.11M	Buy	15,672 +273	+2%	+$37.2K	1.36%	18
2020 Q2	$2.07M	Sell	15,399 -9	-0.1%	-$1.17K	1.6%	13
2020 Q1	$1.9M	Buy	15,408 +441	+3%	+$56.2K	1.9%	10
2019 Q4	$1.92M	Buy	14,967 +1,237	+9%	+$158K	1.65%	12
2019 Q3	$1.75M	Buy	13,730 +2,018	+17%	+$254K	1.61%	14
2019 Q2	$1.46M	Buy	11,712 +646	+6%	+$77.6K	1.4%	15
2019 Q1	$1.32M	Buy	11,066 +117	+1%	+$13.6K	1.33%	18
2018 Q4	$1.23M	Buy	+10,949	New	+$1.23M	1.42%	14