Axos Invest Inc. LQD Holdings History

Number of Shares
71,740.00
Current Holdings Value*
$7.80 Mil
% of Portfolio
6.04%
Total Estimate Gain
$-144,101.09
% of Total Estimate Gain
-1.71%

Axos Invest Inc.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, Axos Invest Inc. held 71,740.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $7.80 Mil. This investment constitutes 6.04% of their stock portfolio, and Axos Invest Inc. now holds 0.03% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2024Q3. And since then Axos Invest Inc. has made 1 purchases of LQD, at an average price of $110.63, for a total of 76,286.00 shares. In addition, there have been 1 sales at an average price of $107.75 for 4,546.00 shares. Based on historical transaction data and LQD's current price of $108.80, Axos Invest Inc.'s estimated gain on his LQD holdings is $-144,101.09, reflecting a -1.71% gain to date.

Axos Invest Inc. LQD ($108.80) Holding Chart

Axos Invest Inc. LQD ($108.80) 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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