LifePlan Investment Advisors’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	-3,201	Closed	-$354K	–	83
2023 Q4	$354K	Buy	3,201 +1,143	+56%	+$126K	0.32%	50
2023 Q3	$210K	Buy	+2,058	New	+$210K	0.22%	61