Beverly Hills Private Wealth’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
2023
Q3
Sell
-2,036
Closed -$216K 308
2023
Q2
$216K Buy
+2,036
New +$216K 0.04% 304