Optivise Advisory 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 Q1	–	Sell	-10,210	Closed	-$1.09M	–	206
2024 Q4	$1.09M	Sell	10,210 -496	-5%	-$53K	0.59%	45
2024 Q3	$1.21M	Sell	10,706 -219	-2%	-$24.7K	0.64%	40
2024 Q2	$1.17M	Buy	+10,925	New	+$1.17M	0.63%	41