SteelPeak Wealth’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 Q2	$2.02M	Sell	18,527 -689	-4%	-$75.1K	0.05%	229
2026 Q1	$2.09M	Buy	19,216 +214	+1%	+$23.6K	0.07%	214
2025 Q4	$2.09M	Buy	19,002 +6,107	+47%	+$679K	0.07%	197
2025 Q3	$1.44M	Buy	12,895 +327	+3%	+$35.9K	0.05%	250
2025 Q2	$1.38M	Sell	12,568 -1,629	-11%	-$175K	0.05%	234
2025 Q1	$1.54M	Sell	14,197 -245	-2%	-$26.4K	0.07%	205
2024 Q4	$1.54M	Buy	14,442 +2,610	+22%	+$286K	0.06%	198
2024 Q3	$1.34M	Sell	11,832 -220	-2%	-$24.3K	0.06%	200
2024 Q2	$1.29M	Sell	12,052 -25,305	-68%	-$2.7M	0.06%	203
2024 Q1	$4.07M	Sell	37,357 -29,530	-44%	-$3.21M	0.21%	93
2023 Q4	$7.4M	Buy	66,887 +14,628	+28%	+$1.52M	0.43%	66
2023 Q3	$5.33M	Buy	52,259 +40,027	+327%	+$4.22M	0.34%	67
2023 Q2	$1.32M	Buy	12,232 +2,269	+23%	+$245K	0.08%	162
2023 Q1	$1.09M	Sell	9,963 -4,236	-30%	-$459K	0.07%	160
2022 Q4	$1.5M	Sell	14,199 -12,903	-48%	-$1.35M	0.11%	146
2022 Q3	$2.78M	Buy	27,102 +15,507	+134%	+$1.71M	0.21%	89
2022 Q2	$1.28M	Buy	11,595 +31	+0.3%	+$3.5K	0.09%	149
2022 Q1	$1.4M	Sell	11,564 -57	-0.5%	-$7.11K	0.09%	150
2021 Q4	$1.54M	Sell	11,621 -661	-5%	-$87.8K	0.09%	136
2021 Q3	$1.63M	Sell	12,282 -7,948	-39%	-$1.07M	0.11%	121
2021 Q2	$2.72M	Sell	20,230 -148,751	-88%	-$19.6M	0.2%	100
2021 Q1	$22M	Buy	168,981 +148,419	+722%	+$19.7M	1.79%	9
2020 Q4	$2.84M	Sell	20,562 -193,948	-90%	-$26.4M	0.26%	82
2020 Q3	$28.9M	Buy	214,510 +17,868	+9%	+$2.44M	3.12%	5
2020 Q2	$26.4M	Buy	196,642 +185,265	+1,628%	+$24.1M	3.35%	5
2020 Q1	$1.41M	Sell	11,377 -10,257	-47%	-$1.31M	0.22%	94
2019 Q4	$2.77M	Buy	+21,634	New	+$2.75M	0.38%	64