Number of Shares
12,024.00
Current Holdings Value*
$1.32 Mil
% of Portfolio
0.2%
Total Estimate Gain
$5,110.20
% of Total Estimate Gain
0.40%

Abacus Wealth Partners, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-06-30, Abacus Wealth Partners, LLC held 12,024.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $1.32 Mil. This investment constitutes 0.2% of their stock portfolio, and Abacus Wealth Partners, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2025Q2. And since then Abacus Wealth Partners, LLC has made 1 purchases of LQD, at an average price of $107.33, for a total of 12,024.00 shares. Based on historical transaction data and LQD's current price of $107.76, Abacus Wealth Partners, LLC's estimated gain on his LQD holdings is $5,110.20, reflecting a 0.40% gain to date.

Abacus Wealth Partners, LLC LQD ($107.76) Holding Chart

Abacus Wealth Partners, LLC LQD ($107.76) 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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