Linscomb Wealth’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
2024 Q2	–	Sell	-1,840	Closed	-$200K	–	289
2024 Q1	$200K	Sell	1,840 -1,211	-40%	-$132K	0.01%	279
2023 Q4	$338K	Buy	3,051 +18	+0.6%	+$1.87K	0.02%	236
2023 Q3	$309K	Buy	3,033 +13	+0.4%	+$1.37K	0.02%	237
2023 Q2	$327K	Sell	3,020 -242	-7%	-$26.2K	0.02%	242
2023 Q1	$358K	Buy	3,262 +244	+8%	+$26.4K	0.02%	237
2022 Q4	$318K	Buy	3,018 +33	+1%	+$3.45K	0.02%	272
2022 Q3	$306K	Sell	2,985 -109	-4%	-$12K	0.02%	234
2022 Q2	$340K	Sell	3,094 -3,027	-49%	-$342K	0.02%	232
2022 Q1	$740K	Sell	6,121 -28	-0.5%	-$3.49K	0.04%	203
2021 Q4	$815K	Buy	6,149 +11	+0.2%	+$1.46K	0.04%	191
2021 Q3	$816K	Buy	6,138 +9	+0.1%	+$1.22K	0.04%	185
2021 Q2	$824K	Sell	6,129 -199	-3%	-$26.2K	0.04%	184
2021 Q1	$823K	Sell	6,328 -129	-2%	-$17.2K	0.04%	177
2020 Q4	$892K	Sell	6,457 -63	-1%	-$8.58K	0.05%	165
2020 Q3	$878K	Sell	6,520 -564	-8%	-$76.9K	0.06%	154
2020 Q2	$953K	Buy	7,084 +449	+7%	+$58.4K	0.07%	149
2020 Q1	$820K	Buy	6,635 +9	+0.1%	+$1.15K	0.07%	171
2019 Q4	$848K	Buy	6,626 +2,140	+48%	+$272K	0.06%	251
2019 Q3	$572K	Buy	4,486 +2,635	+142%	+$332K	0.05%	172
2019 Q2	$230K	Buy	1,851 +10	+0.5%	+$1.2K	0.02%	248
2019 Q1	$219K	Sell	1,841 -87	-5%	-$10.1K	0.02%	250
2018 Q4	$217K	Buy	+1,928	New	+$217K	0.02%	240
2014 Q3	–	Sell	-1,707	Closed	-$204K	–	285
2014 Q2	$204K	Sell	1,707 -822	-33%	-$97.3K	0.02%	265
2014 Q1	$296K	Buy	2,529 +611	+32%	+$70.9K	0.03%	215
2013 Q4	$219K	Sell	1,918 -6	-0.3%	-$685	0.03%	212
2013 Q3	$218K	Sell	1,924 -3,481	-64%	-$394K	0.03%	215
2013 Q2	$614K	Buy	+5,405	New	+$643K	0.08%	123