Naviter Wealth’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 Q2	$260K	Sell	2,373 -41	-2%	-$4.49K	0.03%	247
2025 Q1	$262K	Hold	2,414	–	–	0.03%	241
2024 Q4	$258K	Hold	2,414	–	–	0.03%	242
2024 Q3	$273K	Buy	+2,414	New	+$273K	0.04%	210