Midwest 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	$5.24M	Sell	48,094 -320	-0.7%	-$35.3K	2.24%	13
2025 Q4	$5.33M	Sell	48,414 -7,174	-13%	-$798K	2.36%	11
2025 Q3	$6.2M	Buy	55,588 +393	+0.7%	+$43.2K	2.95%	7
2025 Q2	$6.05M	Sell	55,195 -9,954	-15%	-$1.07M	3.18%	6
2025 Q1	$7.08M	Buy	65,149 +11,074	+20%	+$1.19M	4.11%	5
2024 Q4	$5.78M	Sell	54,075 -250	-0.5%	-$27.4K	3.32%	7
2024 Q3	$6.14M	Buy	54,325 +462	+0.9%	+$51.1K	3.6%	7
2024 Q2	$5.77M	Buy	53,863 +207	+0.4%	+$22.1K	3.67%	6
2024 Q1	$5.84M	Sell	53,656 -1,049	-2%	-$114K	3.93%	6
2023 Q4	$6.05M	Sell	54,705 -491	-0.9%	-$51.1K	4.52%	5
2023 Q3	$5.63M	Buy	55,196 +796	+1%	+$83.9K	4.77%	4
2023 Q2	$5.88M	Buy	54,400 +1,090	+2%	+$118K	4.99%	4
2023 Q1	$5.84M	Buy	+53,310	New	+$5.77M	5.38%	3