Sovereign Financial Group’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
2024 Q1	–	Sell	-2,722	Closed	-$301K	–	289
2023 Q4	$301K	Buy	2,722 +587	+27%	+$65K	0.09%	188
2023 Q3	$218K	Buy	+2,135	New	+$218K	0.08%	211