Personal CFO Solutions’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	$313K	Sell	2,872 -126	-4%	-$13.9K	0.04%	363
2025 Q4	$330K	Sell	2,998 -291	-9%	-$32.4K	0.05%	336
2025 Q3	$367K	Buy	3,289 +124	+4%	+$13.6K	0.06%	284
2025 Q2	$347K	Buy	3,165 +8	+0.3%	+$858	0.06%	292
2025 Q1	$343K	Buy	3,157 +278	+10%	+$30K	0.07%	276
2024 Q4	$308K	Sell	2,879 -12	-0.4%	-$1.31K	0.06%	315
2024 Q3	$327K	Buy	+2,891	New	+$320K	0.05%	390
2024 Q1	–	Sell	-3,858	Closed	-$427K	–	565
2023 Q4	$427K	Buy	+3,858	New	+$402K	0.07%	272
2023 Q3	–	Sell	-7,966	Closed	-$861K	–	485
2023 Q2	$861K	Sell	7,966 -58	-0.7%	-$6.27K	0.17%	117
2023 Q1	$880K	Buy	8,024 +94	+1%	+$10.2K	0.18%	103
2022 Q4	$836K	Buy	+7,930	New	+$830K	0.18%	109
2022 Q1	–	Sell	-5,756	Closed	-$763K	–	499
2021 Q4	$763K	Buy	5,756 +1,279	+29%	+$170K	0.14%	138
2021 Q3	$596K	Buy	4,477 +866	+24%	+$117K	0.12%	162
2021 Q2	$485K	Buy	+3,611	New	+$476K	0.1%	190