Williams Jones Wealth Management’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 Q4	–	Sell	-7,444	Closed	-$759K	–	550
2023 Q3	$759K	Buy	+7,444	New	+$759K	0.01%	277