Chesapeake Wealth Management LQD Holdings History
Chesapeake Wealth Management's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Chesapeake Wealth Management held 61,669.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $6.70 Mil. This investment constitutes 2.39% of their stock portfolio, and Chesapeake Wealth Management now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q2. And since then Chesapeake Wealth Management has made 17 purchases of LQD, at an average price of $117.69, for a total of 153,171.00 shares. In addition, there have been 11 sales at an average price of $119.27 for 91,502.00 shares. Based on historical transaction data and LQD's current price of $108.83, Chesapeake Wealth Management's estimated gain on his LQD holdings is $-401,803.21, reflecting a -2.23% gain to date.
Chesapeake Wealth Management LQD ($108.83) Holding Chart
Chesapeake Wealth Management LQD ($108.83) 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
