Two West Capital Advisors’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
2025 Q2	$574K	Buy	5,269 +482	+10%	+$52.5K	0.38%	43
2025 Q1	$504K	Sell	4,787 -246	-5%	-$25.9K	0.42%	36
2024 Q4	$538K	Sell	5,033 -740	-13%	-$79.1K	0.46%	37
2024 Q3	$652K	Sell	5,773 -697	-11%	-$78.8K	0.53%	32
2024 Q2	$693K	Buy	+6,470	New	+$693K	0.66%	25