Acorn Wealth Advisors, LLC LQD Holdings History
Acorn Wealth Advisors, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 6,122.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $665,370.00. This investment constitutes 0.28% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 9 purchases of LQD, at an average price of $114.76, for a total of 8,919.00 shares. In addition, there have been 8 sales at an average price of $114.17 for 2,797.00 shares. Based on historical transaction data and LQD's current price of $108.64, Acorn Wealth Advisors, LLC's estimated gain on his LQD holdings is $-39,062.53, reflecting a -3.82% gain to date.
Acorn Wealth Advisors, LLC LQD ($108.64) Holding Chart
Acorn Wealth Advisors, LLC LQD ($108.64) 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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