RFP

RCS Financial Planning’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
2024 Q1	–	Sell	-7,799	Closed	-$863K	–	71
2023 Q4	$863K	Buy	7,799 +4,300	+123%	+$476K	0.56%	34
2023 Q3	$357K	Buy	+3,499	New	+$357K	0.27%	48