TruWealth Advisors’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 Q1	$202K	Sell	1,853 -318	-15%	-$35.1K	0.01%	180
2025 Q4	$239K	Sell	2,171 -180	-8%	-$20K	0.01%	162
2025 Q3	$262K	Sell	2,351 -390	-14%	-$42.9K	0.01%	157
2025 Q2	$300K	Sell	2,741 -442,467	-99%	-$47.5M	0.02%	139
2025 Q1	$48.4M	Buy	445,208 +12,820	+3%	+$1.38M	2.92%	9
2024 Q4	$46.2M	Sell	432,388 -296,441	-41%	-$32.4M	2.79%	9
2024 Q3	$82.3M	Buy	728,829 +141,221	+24%	+$15.6M	5.04%	5
2024 Q2	$62.9M	Buy	587,608 +48,445	+9%	+$5.17M	4.18%	5
2024 Q1	$58.7M	Buy	539,163 +13,903	+3%	+$1.51M	4.1%	5
2023 Q4	$58.1M	Buy	525,260 +18,612	+4%	+$1.94M	4.44%	5
2023 Q3	$51.7M	Buy	506,648 +34,864	+7%	+$3.68M	4.44%	5
2023 Q2	$51M	Buy	471,784 +17,056	+4%	+$1.84M	4.38%	5
2023 Q1	$49.8M	Buy	+454,728	New	+$49.2M	4.57%	4