Alliance Wealth Management Group LQD Holdings History
Alliance Wealth Management Group's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Alliance Wealth Management Group held 56,449.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $6.14 Mil. This investment constitutes 1.65% of their stock portfolio, and Alliance Wealth Management Group now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q4. And since then Alliance Wealth Management Group has made 18 purchases of LQD, at an average price of $112.23, for a total of 61,688.00 shares. In addition, there have been 7 sales at an average price of $123.98 for 5,239.00 shares. Based on historical transaction data and LQD's current price of $108.29, Alliance Wealth Management Group's estimated gain on his LQD holdings is $-160,760.33, reflecting a -2.32% gain to date.
Alliance Wealth Management Group LQD ($108.29) Holding Chart
Alliance Wealth Management Group 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
