New Century Financial Group’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	-6,564	Closed	-$700K	–	244
2024 Q4	$700K	Sell	6,564 -152	-2%	-$16.2K	0.3%	96
2024 Q3	$759K	Buy	6,716 +124	+2%	+$14K	0.28%	107
2024 Q2	$706K	Buy	+6,592	New	+$706K	0.3%	104