Root Financial Partners’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	-12,193	Closed	-$1.3M	–	221
2024 Q4	$1.3M	Buy	12,193 +9,520	+356%	+$1.02M	0.16%	48
2024 Q3	$302K	Buy	2,673 +618	+30%	+$69.8K	0.05%	125
2024 Q2	$220K	Buy	2,055 +77	+4%	+$8.25K	0.05%	105
2024 Q1	$215K	Buy	+1,978	New	+$215K	0.06%	91