New Potomac Partners’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
2024 Q3	$11.3K	Buy	+100	New	+$11.1K	0.01%	145
2020 Q4	–	Sell	-900	Closed	-$121K	–	96
2020 Q3	$121K	Hold	900	–	–	0.1%	70
2020 Q2	$121K	Buy	900 +245	+37%	+$31.9K	0.11%	73
2020 Q1	$81K	Hold	655	–	–	0.09%	75
2019 Q4	$84K	Sell	655 -25	-4%	-$3.18K	0.08%	87
2019 Q3	$87K	Hold	680	–	–	0.09%	82
2019 Q2	$85K	Hold	680	–	–	0.09%	86
2019 Q1	$81K	Hold	680	–	–	0.08%	89
2018 Q4	$77K	Buy	680 +400	+143%	+$45K	0.08%	88
2018 Q3	$32K	Sell	280 -100	-26%	-$11.5K	0.03%	112
2018 Q2	$44K	Hold	380	–	–	0.04%	103
2018 Q1	$45K	Sell	380 -80	-17%	-$9.45K	0.04%	102
2017 Q4	$56K	Buy	+460	New	+$55.7K	0.05%	91