Valeo Financial 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 Q2	$440K	Buy	4,034 +1,149	+40%	+$125K	0.01%	486
2026 Q1	$314K	Buy	2,885 +802	+39%	+$88.4K	0.01%	529
2025 Q4	$230K	Buy	+2,083	New	+$232K	0.01%	715
2022 Q2	–	Sell	-1,788	Closed	-$216K	–	594
2022 Q1	$216K	Buy	+1,788	New	+$223K	0.01%	531
2021 Q2	–	Sell	-674	Closed	-$88K	–	1246
2021 Q1	$88K	Buy	674 +56	+9%	+$7.45K	﹤0.01%	662
2020 Q4	$85K	Hold	618	–	–	﹤0.01%	618
2020 Q3	$83K	Sell	618 -196	-24%	-$26.7K	0.01%	516
2020 Q2	$110K	Sell	814 -5,478	-87%	-$712K	0.01%	482
2020 Q1	$137K	Buy	6,292 +348	+6%	+$44.3K	0.01%	355
2019 Q4	$112K	Buy	5,944 +75	+1%	+$9.55K	0.01%	441
2019 Q3	$103K	Buy	5,869 +4,902	+507%	+$617K	0.01%	428
2019 Q2	$120K	Buy	967 +164	+20%	+$19.7K	0.01%	394
2019 Q1	$96K	Sell	803 -337	-30%	-$39K	0.01%	419
2018 Q4	$129K	Buy	1,140 +303	+36%	+$34.1K	0.02%	329
2018 Q3	$94K	Sell	837 -305	-27%	-$35.2K	0.01%	411
2018 Q2	$132K	Buy	1,142 +285	+33%	+$32.8K	0.02%	354
2018 Q1	$101K	Hold	857	–	–	0.02%	367
2017 Q4	$104K	Buy	857 +550	+179%	+$66.5K	0.02%	336
2017 Q3	$37K	Buy	+307	New	+$37.1K	0.01%	456