One Wealth Advisors’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
2026 Q1	$2.29M	Sell	21,049 -2,201	-9%	-$243K	0.29%	61
2025 Q4	$2.56M	Sell	23,250 -3,243	-12%	-$361K	0.31%	59
2025 Q3	$2.95M	Buy	26,493 +288	+1%	+$31.7K	0.37%	53
2025 Q2	$2.87M	Buy	26,205 +382	+1%	+$41K	0.4%	46
2025 Q1	$2.81M	Buy	25,823 +1,081	+4%	+$116K	0.42%	47
2024 Q4	$2.64M	Sell	24,742 -1,132	-4%	-$124K	0.39%	48
2024 Q3	$2.92M	Buy	+25,874	New	+$2.86M	0.45%	42
2024 Q2	–	Sell	-26,553	Closed	-$2.89M	–	254
2024 Q1	$2.89M	Sell	26,553 -793	-3%	-$86.2K	0.5%	41
2023 Q4	$3.03M	Buy	27,346 +19,258	+238%	+$2.01M	0.58%	38
2023 Q3	$825K	Sell	8,088 -13,515	-63%	-$1.43M	0.18%	73
2023 Q2	$2.34M	Sell	21,603 -4,064	-16%	-$439K	0.49%	38
2023 Q1	$2.81M	Buy	25,667 +2,380	+10%	+$258K	0.65%	35
2022 Q4	$2.46M	Buy	23,287 +1,896	+9%	+$198K	0.56%	38
2022 Q3	$2.19M	Buy	21,391 +19,533	+1,051%	+$2.15M	0.72%	26
2022 Q2	$204K	Sell	1,858 -8,670	-82%	-$979K	0.05%	181
2022 Q1	$1.27M	Buy	+10,528	New	+$1.31M	0.31%	50
2020 Q2	–	Sell	-4,941	Closed	-$610K	–	92
2020 Q1	$610K	Buy	+4,941	New	+$630K	0.6%	18