Obermeyer Wealth 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
2021 Q1	–	Sell	-1,510	Closed	-$209K	–	207
2020 Q4	$209K	Buy	1,510 +13	+0.9%	+$1.77K	0.01%	149
2020 Q3	$202K	Hold	1,497	–	–	0.02%	136
2020 Q2	$201K	Buy	+1,497	New	+$195K	0.02%	132
2016 Q4	–	Sell	-1,873	Closed	-$231K	–	133
2016 Q3	$231K	Hold	1,873	–	–	0.02%	118
2016 Q2	$230K	Sell	1,873 -880	-32%	-$106K	0.02%	118
2016 Q1	$327K	Buy	+2,753	New	+$316K	0.03%	96
2014 Q3	–	Sell	-1,734	Closed	-$207K	–	67
2014 Q2	$207K	Hold	1,734	–	–	0.05%	59
2014 Q1	$203K	Sell	1,734 -60	-3%	-$6.96K	0.05%	56
2013 Q4	$205K	Hold	1,794	–	–	0.05%	59
2013 Q3	$204K	Hold	1,794	–	–	0.06%	56
2013 Q2	$204K	Buy	+1,794	New	+$213K	0.06%	58