Silver Oak Securities’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	$56.4K	Sell	518 -2,471	-83%	-$272K	﹤0.01%	772
2025 Q4	$331K	Sell	2,989 -106	-3%	-$11.8K	0.02%	588
2025 Q3	$345K	Buy	3,095 +351	+13%	+$38.6K	0.03%	539
2025 Q2	$301K	Sell	2,744 -757	-22%	-$81.2K	0.03%	538
2025 Q1	$380K	Sell	3,501 -1,095	-24%	-$118K	0.04%	436
2024 Q4	$492K	Buy	4,596 +221	+5%	+$24.2K	0.05%	383
2024 Q3	$496K	Sell	4,375 -3,324	-43%	-$368K	0.05%	335
2024 Q2	$825K	Sell	7,699 -8,897	-54%	-$950K	0.12%	157
2024 Q1	$1.81M	Buy	16,596 +8,243	+99%	+$896K	0.28%	84
2023 Q4	$924K	Buy	8,353 +1,495	+22%	+$156K	0.12%	174
2023 Q3	$700K	Sell	6,858 -6,407	-48%	-$676K	0.15%	127
2023 Q2	$1.43M	Buy	13,265 +2,436	+22%	+$263K	0.23%	94
2023 Q1	$1.19M	Buy	10,829 +912	+9%	+$98.8K	0.19%	96
2022 Q4	$1.05M	Buy	9,917 +3,059	+45%	+$320K	0.2%	89
2022 Q3	$700K	Sell	6,858 -1,418	-17%	-$156K	0.15%	127
2022 Q2	$938K	Buy	8,276 +979	+13%	+$111K	0.21%	83
2022 Q1	$851K	Buy	+7,297	New	+$910K	0.17%	124