Ritholtz Wealth Management’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	$38.8M	Buy	356,381 +13,308	+4%	+$1.47M	0.67%	24
2025 Q4	$37.8M	Buy	343,073 +14,827	+5%	+$1.65M	0.69%	23
2025 Q3	$36.6M	Buy	328,246 +37,608	+13%	+$4.13M	0.71%	22
2025 Q2	$31.9M	Buy	290,638 +24,111	+9%	+$2.59M	0.7%	21
2025 Q1	$29M	Buy	266,527 +11,508	+5%	+$1.24M	0.87%	17
2024 Q4	$27.2M	Buy	255,019 +5,476	+2%	+$599K	0.8%	19
2024 Q3	$28.2M	Buy	249,543 +12,046	+5%	+$1.33M	0.85%	19
2024 Q2	$25.4M	Buy	237,497 +10,038	+4%	+$1.07M	0.84%	20
2024 Q1	$24.8M	Buy	+227,459	New	+$24.7M	0.85%	19
2023 Q4	–	Sell	-2,472	Closed	-$252K	–	778
2023 Q3	$252K	Buy	+2,472	New	+$261K	0.01%	585
2022 Q2	–	Sell	-62,002	Closed	-$7.5M	–	573
2022 Q1	$7.5M	Buy	62,002 +2,013	+3%	+$251K	0.51%	24
2021 Q4	$7.95M	Buy	59,989 +4,365	+8%	+$580K	0.5%	22
2021 Q3	$7.4M	Buy	55,624 +2,941	+6%	+$397K	0.51%	21
2021 Q2	$7.08M	Buy	52,683 +19,717	+60%	+$2.6M	0.51%	19
2021 Q1	$4.29M	Buy	32,966 +6,643	+25%	+$884K	0.36%	26
2020 Q4	$3.64M	Buy	26,323 +1,789	+7%	+$244K	0.35%	28
2020 Q3	$3.31M	Buy	24,534 +2,944	+14%	+$401K	0.37%	28
2020 Q2	$2.9M	Buy	21,590 +7,366	+52%	+$958K	0.37%	31
2020 Q1	$1.76M	Buy	+14,224	New	+$1.81M	0.28%	33