AAFMAA Wealth Management & Trust LLC LQD Holdings History
AAFMAA Wealth Management & Trust LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 35,857.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $3.90 Mil. This investment constitutes 1.77% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2023Q4. And since then AAFMAA Wealth Management & Trust LLC has made 5 purchases of LQD, at an average price of $105.10, for a total of 104,343.00 shares. In addition, there have been 1 sales at an average price of $107.75 for 68,486.00 shares. Based on historical transaction data and LQD's current price of $108.08, AAFMAA Wealth Management & Trust LLC's estimated gain on his LQD holdings is $288,693.09, reflecting a 2.63% gain to date.
AAFMAA Wealth Management & Trust LLC LQD ($108.08) Holding Chart
AAFMAA Wealth Management & Trust LLC LQD ($108.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
