OneAscent Financial Services’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	$427K	Sell	3,894 -16,358	-81%	-$1.79M	0.03%	344
2025 Q1	$2.2M	Buy	20,252 +6,732	+50%	+$733K	0.14%	101
2024 Q4	$1.44M	Buy	+13,520	New	+$1.44M	0.12%	115