Toth Financial Advisory’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	–	Sell	-727	Closed	-$79.2K	–	952
2026 Q1	$79.2K	Hold	727	–	–	0.01%	302
2025 Q4	$80.1K	Buy	+727	New	+$80.8K	0.01%	289
2022 Q4	–	Sell	-200	Closed	-$20K	–	771
2022 Q3	$20K	Hold	200	–	–	﹤0.01%	377
2022 Q2	$22K	Buy	200 +36	+22%	+$4.07K	﹤0.01%	359
2022 Q1	$20K	Hold	164	–	–	﹤0.01%	389
2021 Q4	$22K	Hold	164	–	–	﹤0.01%	390
2021 Q3	$22K	Hold	164	–	–	﹤0.01%	387
2021 Q2	$22K	Hold	164	–	–	﹤0.01%	360
2021 Q1	$21K	Hold	164	–	–	﹤0.01%	378
2020 Q4	$23K	Hold	164	–	–	﹤0.01%	322
2020 Q3	$22K	Hold	164	–	–	﹤0.01%	303
2020 Q2	$22K	Hold	164	–	–	﹤0.01%	276
2020 Q1	$20K	Hold	164	–	–	0.01%	230
2019 Q4	$21K	Hold	164	–	–	﹤0.01%	253
2019 Q3	$21K	Sell	164 -111	-40%	-$14K	﹤0.01%	271
2019 Q2	$34K	Sell	275 -95	-26%	-$11.4K	0.01%	240
2019 Q1	$44K	Hold	370	–	–	0.01%	221
2018 Q4	$42K	Buy	370 +111	+43%	+$12.5K	0.01%	195
2018 Q3	$30K	Sell	259 -25	-9%	-$2.88K	0.01%	232
2018 Q2	$33K	Hold	284	–	–	0.01%	229
2018 Q1	$33K	Sell	284 -130	-31%	-$15.4K	0.01%	229
2017 Q4	$50K	Buy	+414	New	+$50.1K	0.01%	210