Wealthstreet Investment 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
2022 Q1	$36K	Hold	300	–	–	0.97%	27
2021 Q4	$40K	Hold	300	–	–	0.99%	28
2021 Q3	$40K	Sell	300 -1,700	-85%	-$230K	1.1%	27
2021 Q2	$268K	Sell	2,000 -33,953	-94%	-$4.48M	1.39%	23
2021 Q1	$4.68M	Buy	35,953 +6,199	+21%	+$825K	0.46%	54
2020 Q4	$4.11M	Buy	29,754 +7,055	+31%	+$961K	0.42%	59
2020 Q3	$3.06M	Buy	22,699 +1,351	+6%	+$184K	0.34%	69
2020 Q2	$2.87M	Buy	21,348 +5,228	+32%	+$680K	0.35%	68
2020 Q1	$1.99M	Sell	16,120 -1,212	-7%	-$154K	0.29%	85
2019 Q4	$2.22M	Buy	17,332 +9,438	+120%	+$1.2M	0.26%	93
2019 Q3	$998K	Sell	7,894 -9,042	-53%	-$1.14M	0.13%	140
2019 Q2	$2.11M	Sell	16,936 -337	-2%	-$40.5K	0.27%	90
2019 Q1	$2.06M	Buy	17,273 +493	+3%	+$57.1K	0.27%	89
2018 Q4	$1.93M	Sell	16,780 -2,540	-13%	-$286K	0.27%	91
2018 Q3	$2.22M	Buy	19,320 +611	+3%	+$70.4K	0.27%	85
2018 Q2	$2.14M	Sell	18,709 -525	-3%	-$60.5K	0.28%	88
2018 Q1	$2.26M	Buy	19,234 +785	+4%	+$92.7K	0.28%	89
2017 Q4	$2.24M	Buy	+18,449	New	+$2.23M	0.27%	94