MMA Asset 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	$5.06M	Buy	46,420 +8,446	+22%	+$931K	1.78%	11
2025 Q4	$4.18M	Buy	37,974 +1,804	+5%	+$201K	1.49%	16
2025 Q3	$4.03M	Buy	36,170 +5,750	+19%	+$632K	1.35%	18
2025 Q2	$3.33M	Buy	30,420 +2,437	+9%	+$262K	1.28%	19
2025 Q1	$3.04M	Buy	27,983 +2,034	+8%	+$219K	1.28%	20
2024 Q4	$2.77M	Sell	25,949 -30,721	-54%	-$3.36M	1.21%	20
2024 Q3	$6.09M	Buy	56,670 +30,065	+113%	+$3.33M	1.62%	16
2024 Q2	$2.85M	Sell	26,605 -66	-0.2%	-$7.04K	1.33%	18
2024 Q1	$2.84M	Sell	26,671 -396	-1%	-$43K	1.33%	19
2023 Q4	$3M	Sell	27,067 -1,843	-6%	-$192K	1.58%	17
2023 Q3	$2.95M	Buy	28,910 +22,457	+348%	+$2.37M	1.71%	15
2023 Q2	$698K	Sell	6,453 -51	-0.8%	-$5.51K	0.41%	54
2023 Q1	$713K	Sell	6,504 -100	-2%	-$10.8K	0.51%	37
2022 Q4	$696K	Buy	6,604 +843	+15%	+$88.2K	0.57%	35
2022 Q3	$590K	Buy	5,761 +534	+10%	+$58.9K	0.51%	38
2022 Q2	$575K	Buy	5,227 +267	+5%	+$30.1K	0.49%	39
2022 Q1	$554K	Sell	4,960 -145	-3%	-$18.1K	0.44%	43
2021 Q4	$676K	Buy	5,105 +9	+0.2%	+$1.2K	0.48%	40
2021 Q3	$678K	Buy	5,096 +6	+0.1%	+$811	0.52%	36
2021 Q2	$684K	Sell	5,090 -16	-0.3%	-$2.11K	0.52%	37
2021 Q1	$664K	Sell	5,106 -120	-2%	-$16K	0.57%	35
2020 Q4	$722K	Buy	+5,226	New	+$712K	0.7%	28