AGILIS PARTNERS LLC LQD Holdings History
AGILIS PARTNERS LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2024-12-31, AGILIS PARTNERS LLC held 20,759.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $2.22 Mil. This investment constitutes 0.67% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2015Q4. And since then AGILIS PARTNERS LLC has made 12 purchases of LQD, at an average price of $119.46, for a total of 51,456.00 shares. In addition, there have been 8 sales at an average price of $112.71 for 30,697.00 shares. Based on historical transaction data and LQD's current price of $108.29, AGILIS PARTNERS LLC's estimated gain on his LQD holdings is $-438,890.93, reflecting a -7.14% gain to date.
AGILIS PARTNERS LLC LQD ($108.29) Holding Chart
AGILIS PARTNERS LLC LQD ($108.29) 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 % | |||
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