COREPATH WEALTH PARTNERS LLC LQD Holdings History
COREPATH WEALTH PARTNERS LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 28,947.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $3.06 Mil. This investment constitutes 2.92% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 13 purchases of LQD, at an average price of $129.49, for a total of 101,893.00 shares. In addition, there have been 4 sales at an average price of $114.07 for 72,946.00 shares. Based on historical transaction data and LQD's current price of $108.41, COREPATH WEALTH PARTNERS LLC's estimated gain on his LQD holdings is $-1.74 Mil, reflecting a -13.15% gain to date.
COREPATH WEALTH PARTNERS LLC LQD ($108.41) Holding Chart
COREPATH WEALTH PARTNERS LLC LQD ($108.41) 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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