Larson Financial Group’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	$313K	Buy	2,875 +9	+0.3%	+$992	0.01%	604
2025 Q4	$316K	Buy	2,866 +288	+11%	+$32K	0.01%	594
2025 Q3	$287K	Sell	2,578 -57	-2%	-$6.27K	0.01%	612
2025 Q2	$289K	Buy	2,635 +13	+0.5%	+$1.4K	0.01%	587
2025 Q1	$285K	Buy	2,622 +32	+1%	+$3.45K	0.01%	543
2024 Q4	$277K	Buy	2,590 +125	+5%	+$13.7K	0.01%	497
2024 Q3	$278K	Buy	2,465 +16	+0.7%	+$1.77K	0.02%	495
2024 Q2	$262K	Buy	2,449 +271	+12%	+$28.9K	0.02%	395
2024 Q1	$237K	Buy	2,178 +84	+4%	+$9.13K	0.02%	362
2023 Q4	$232K	Buy	2,094 +97	+5%	+$10.1K	0.02%	322
2023 Q3	$204K	Buy	1,997 +100	+5%	+$10.5K	0.02%	319
2023 Q2	$205K	Sell	1,897 -6,191	-77%	-$670K	0.02%	315
2023 Q1	$887K	Buy	8,088 +6,816	+536%	+$738K	0.1%	163
2022 Q4	$134K	Sell	1,272 -5,872	-82%	-$615K	0.02%	363
2022 Q3	$732K	Buy	7,144 +5,897	+473%	+$650K	0.1%	146
2022 Q2	$137K	Buy	1,247 +72	+6%	+$8.13K	0.02%	221
2022 Q1	$142K	Buy	1,175 +124	+12%	+$15.5K	0.02%	234
2021 Q4	$139K	Buy	1,051 +936	+814%	+$124K	0.02%	234
2021 Q3	$15K	Hold	115	–	–	﹤0.01%	523
2021 Q2	$15K	Sell	115 -160	-58%	-$21.1K	﹤0.01%	491
2021 Q1	$36K	Sell	275 -86	-24%	-$11.4K	0.01%	307
2020 Q4	$50K	Sell	361 -44	-11%	-$5.99K	0.02%	219
2020 Q3	$55K	Buy	405 +119	+42%	+$16.2K	0.02%	186
2020 Q2	$38K	Buy	286 +6	+2%	+$780	0.02%	214
2020 Q1	$35K	Sell	280 -23	-8%	-$2.93K	0.02%	179
2019 Q4	$39K	Buy	303 +88	+41%	+$11.2K	0.02%	170
2019 Q3	$27K	Buy	215 +2	+0.9%	+$252	0.02%	193
2019 Q2	$26K	Buy	213 +19	+10%	+$2.28K	0.02%	168
2019 Q1	$23K	Buy	194 +100	+106%	+$11.6K	0.02%	162
2018 Q4	$11K	Buy	+94	New	+$10.6K	0.01%	211