Surevest’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
2022 Q3	–	Sell	-972	Closed	-$107K	–	558
2022 Q2	$107K	Buy	+972	New	+$107K	0.03%	166
2019 Q1	–	Sell	-1,820	Closed	-$205K	–	133
2018 Q4	$205K	Buy	+1,820	New	+$205K	0.16%	129