Wealth Effects’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	$296K	Buy	2,712 +54	+2%	+$5.95K	0.1%	161
2025 Q4	$293K	Buy	2,658 +20	+0.8%	+$2.22K	0.09%	155
2025 Q3	$294K	Buy	2,638 +213	+9%	+$23.4K	0.09%	159
2025 Q2	$266K	Buy	2,425 +20	+0.8%	+$2.15K	0.1%	166
2025 Q1	$261K	Hold	2,405	–	–	0.11%	158
2024 Q4	$257K	Buy	2,405 +57	+2%	+$6.24K	0.09%	177
2024 Q3	$265K	Buy	2,348 +10	+0.4%	+$1.11K	0.09%	167
2024 Q2	$250K	Sell	2,338 -82	-3%	-$8.75K	0.09%	164
2024 Q1	$264K	Sell	2,420 -253	-9%	-$27.5K	0.1%	165
2023 Q4	$296K	Buy	2,673 +528	+25%	+$55K	0.11%	157
2023 Q3	$219K	Hold	2,145	–	–	0.11%	156
2023 Q2	$232K	Hold	2,145	–	–	0.1%	159
2023 Q1	$235K	Hold	2,145	–	–	0.12%	161
2022 Q4	$226K	Buy	+2,145	New	+$225K	0.13%	157