Truepoint Inc’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
2020 Q1	–	Sell	-2,840	Closed	-$363K	–	81
2019 Q4	$363K	Buy	+2,840	New	+$362K	0.03%	86
2019 Q3	–	Sell	-2,945	Closed	-$366K	–	116
2019 Q2	$366K	Buy	2,945 +195	+7%	+$23.4K	0.03%	84
2019 Q1	$327K	Sell	2,750 -200	-7%	-$23.2K	0.03%	84
2018 Q4	$333K	Buy	+2,950	New	+$332K	0.03%	78
2018 Q2	–	Sell	-346	Closed	-$2.95K	–	112
2018 Q1	$2.95K	Sell	346 -2,604	-88%	-$308K	0.02%	77
2017 Q4	$359K	Buy	+2,950	New	+$357K	0.03%	62
2017 Q3	–	Sell	-5,550	Closed	-$672K	–	108
2017 Q2	$672K	Sell	5,550 -400	-7%	-$47.8K	0.07%	42
2017 Q1	$702K	Hold	5,950	–	–	0.08%	42
2016 Q4	$699K	Buy	5,950 +700	+13%	+$83.2K	0.08%	41
2016 Q3	$647K	Sell	5,250 -2,700	-34%	-$333K	0.08%	38
2016 Q2	$976K	Hold	7,950	–	–	0.13%	27
2016 Q1	$945K	Buy	+7,950	New	+$914K	0.12%	25