SOA Wealth Advisors’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	$229K	Buy	2,098 +14	+0.7%	+$1.54K	0.04%	179
2025 Q4	$230K	Buy	2,084 +29	+1%	+$3.22K	0.04%	189
2025 Q3	$229K	Buy	2,055 +21	+1%	+$2.31K	0.04%	191
2025 Q2	$223K	Buy	2,034 +21	+1%	+$2.25K	0.04%	187
2025 Q1	$219K	Sell	2,013 -38	-2%	-$4.09K	0.05%	177
2024 Q4	$219K	Buy	2,051 +27	+1%	+$2.95K	0.04%	173
2024 Q3	$229K	Hold	2,024	–	–	0.04%	169
2024 Q2	$217K	Sell	2,024 -103	-5%	-$11K	0.04%	175
2024 Q1	$232K	Buy	2,127 +13	+0.6%	+$1.41K	0.05%	166
2023 Q4	$234K	Buy	2,114 +7	+0.3%	+$729	0.05%	158
2023 Q3	$215K	Buy	2,107 +19	+0.9%	+$2K	0.05%	156
2023 Q2	$226K	Buy	2,088 +18	+0.9%	+$1.95K	0.05%	152
2023 Q1	$227K	Buy	2,070 +12	+0.6%	+$1.3K	0.06%	143
2022 Q4	$217K	Sell	2,058 -833	-29%	-$87.2K	0.06%	142
2022 Q3	$296K	Buy	2,891 +14	+0.5%	+$1.54K	0.09%	113
2022 Q2	$316K	Buy	2,877 +12	+0.4%	+$1.35K	0.09%	112
2022 Q1	$346K	Buy	2,865 +7	+0.2%	+$873	0.08%	119
2021 Q4	$379K	Buy	2,858 +24	+0.8%	+$3.19K	0.09%	114
2021 Q3	$377K	Sell	2,834 -38	-1%	-$5.14K	0.1%	116
2021 Q2	$385K	Sell	2,872 -55	-2%	-$7.25K	0.1%	115
2021 Q1	$380K	Sell	2,927 -13	-0.4%	-$1.73K	0.11%	113
2020 Q4	$398K	Buy	+2,940	New	+$400K	0.11%	100