Planned Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Hold	3,942	–	–	0.16%	69
2025 Q1	$428K	Hold	3,942	–	–	0.17%	63
2024 Q4	$421K	Hold	3,942	–	–	0.17%	62
2024 Q3	$445K	Hold	3,942	–	–	0.18%	59
2024 Q2	$422K	Hold	3,942	–	–	0.2%	55
2024 Q1	$429K	Hold	3,942	–	–	0.21%	54
2023 Q4	$436K	Sell	3,942 -398	-9%	-$44K	0.2%	46
2023 Q3	$443K	Hold	4,340	–	–	0.27%	43
2023 Q2	$469K	Hold	4,340	–	–	0.28%	43
2023 Q1	$476K	Hold	4,340	–	–	0.3%	40
2022 Q4	$458K	Hold	4,340	–	–	0.34%	39
2022 Q3	$445K	Hold	4,340	–	–	0.37%	35
2022 Q2	$478K	Hold	4,340	–	–	0.45%	32
2022 Q1	$525K	Hold	4,340	–	–	0.37%	33
2021 Q4	$575K	Buy	+4,340	New	+$575K	0.38%	37
2021 Q2	$512K	Hold	3,810	–	–	0.35%	36
2021 Q1	$495K	Sell	3,810 -814	-18%	-$106K	0.39%	31
2020 Q4	$639K	Buy	4,624 +4,598	+17,685%	+$635K	0.51%	19
2020 Q3	$4K	Buy	+26	New	+$4K	﹤0.01%	289