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BMS Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BMS Financial Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,120
Closed -$320K – 111
2022
Q3 		$320K Buy
+3,120
New +$320K 0.22% 86