Security Financial Services’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
2025 Q2	–	Sell	-2,340	Closed	-$254K	–	184
2025 Q1	$254K	Buy	2,340 +352	+18%	+$37.9K	0.05%	157
2024 Q4	$212K	Sell	1,988 -995	-33%	-$109K	0.04%	164
2024 Q3	$337K	Buy	2,983 +929	+45%	+$103K	0.07%	120
2024 Q2	$220K	Sell	2,054 -1,105	-35%	-$118K	0.05%	156
2024 Q1	$344K	Sell	3,159 -15,287	-83%	-$1.66M	0.08%	129
2023 Q4	$2.04M	Buy	18,446 +1,362	+8%	+$142K	0.5%	41
2023 Q3	$1.74M	Buy	17,084 +10,752	+170%	+$1.13M	0.49%	42
2023 Q2	$685K	Sell	6,332 -1,798	-22%	-$194K	0.19%	78
2023 Q1	$891K	Sell	8,130 -10,241	-56%	-$1.11M	0.27%	70
2022 Q4	$1.94M	Sell	18,371 -7,562	-29%	-$792K	0.6%	42
2022 Q3	$2.66M	Buy	25,933 +16,428	+173%	+$1.81M	0.91%	31
2022 Q2	$1.05M	Buy	9,505 +2,206	+30%	+$249K	0.33%	61
2022 Q1	$883K	Buy	7,299 +1,175	+19%	+$147K	0.28%	60
2021 Q4	$812K	Buy	+6,124	New	+$814K	0.27%	65