Ball & Co Wealth Management Inc. LQD Holdings History
Ball & Co Wealth Management Inc.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 41,739.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $4.54 Mil. This investment constitutes 4.86% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2025Q1. And since then Ball & Co Wealth Management Inc. has made 1 purchases of LQD, at an average price of $107.75, for a total of 41,739.00 shares. Based on historical transaction data and LQD's current price of $108.10, Ball & Co Wealth Management Inc.'s estimated gain on his LQD holdings is $14,608.65, reflecting a 0.32% gain to date.
Ball & Co Wealth Management Inc. LQD ($108.10) Holding Chart
Ball & Co Wealth Management Inc. LQD ($108.10) 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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