Napa Wealth Management’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
2025 Q1	–	Sell	-2,730	Closed	-$292K	–	190
2024 Q4	$292K	Sell	2,730 -3,287	-55%	-$351K	0.13%	145
2024 Q3	$680K	Buy	6,017 +958	+19%	+$108K	0.32%	85
2024 Q2	$542K	Buy	+5,059	New	+$542K	0.37%	69