Sharkey, Howes & Javer’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 Q1	–	Sell	-26,232	Closed	-$2.8M	–	155
2024 Q4	$2.8M	Sell	26,232 -221	-0.8%	-$24.2K	0.39%	52
2024 Q3	$2.99M	Buy	26,453 +12,386	+88%	+$1.37M	0.43%	44
2024 Q2	$1.51M	Sell	14,067 -16,211	-54%	-$1.73M	0.24%	53
2024 Q1	$3.3M	Sell	30,278 -48,129	-61%	-$5.23M	0.54%	28
2023 Q4	$8.68M	Buy	78,407 +37,679	+93%	+$3.92M	1.53%	15
2023 Q3	$4.16M	Buy	+40,728	New	+$4.29M	0.8%	28
2022 Q4	–	Sell	-6,722	Closed	-$689K	–	105
2022 Q3	$689K	Buy	+6,722	New	+$741K	0.15%	66
2021 Q4	–	Sell	-4,650	Closed	-$619K	–	82
2021 Q3	$619K	Sell	4,650 -113	-2%	-$15.3K	0.16%	54
2021 Q2	$640K	Sell	4,763 -54,897	-92%	-$7.24M	0.17%	52
2021 Q1	$7.76M	Sell	59,660 -61,916	-51%	-$8.24M	2.43%	15
2020 Q4	$16.8M	Sell	121,576 -1,956	-2%	-$266K	5.61%	4
2020 Q3	$16.6M	Buy	123,532 +17,164	+16%	+$2.34M	6.33%	4
2020 Q2	$14.3M	Buy	+106,368	New	+$13.8M	6.32%	4
2019 Q4	–	Sell	-10,388	Closed	-$1.32M	–	66
2019 Q3	$1.32M	Sell	10,388 -19,235	-65%	-$2.42M	0.57%	30
2019 Q2	$3.68M	Sell	29,623 -10,588	-26%	-$1.27M	1.67%	18
2019 Q1	$4.79M	Buy	+40,211	New	+$4.66M	2.23%	16