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One Wealth Management Investment & Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,788
Closed -$1.19M – 150
2023
Q4 		$1.19M Buy
+10,788
New +$1.19M 0.53% 39