Wescott Financial Advisory Group’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	$4.76M	Buy	43,686 +6,860	+19%	+$756K	0.42%	40
2025 Q4	$4.06M	Buy	36,826 +3,831	+12%	+$426K	0.35%	42
2025 Q3	$3.68M	Buy	32,995 +2,192	+7%	+$241K	0.33%	44
2025 Q2	$3.38M	Buy	30,803 +1,546	+5%	+$166K	0.32%	46
2025 Q1	$3.18M	Buy	29,257 +2,837	+11%	+$306K	0.33%	47
2024 Q4	$2.82M	Buy	26,420 +3,639	+16%	+$398K	0.29%	47
2024 Q3	$2.57M	Buy	22,781 +3,397	+18%	+$376K	0.28%	51
2024 Q2	$2.08M	Buy	19,384 +2,118	+12%	+$226K	0.24%	54
2024 Q1	$1.88M	Buy	17,266 +13,967	+423%	+$1.52M	0.23%	49
2023 Q4	$365K	Buy	+3,299	New	+$344K	0.05%	121