Number of Shares
25,612.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
3.52%
Total Estimate Gain
$531,517.02
% of Total Estimate Gain
1.94%

Constant Guidance Financial LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, Constant Guidance Financial LLC held 25,612.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $2.78 Mil. This investment constitutes 3.52% of their stock portfolio, and Constant Guidance Financial LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2023Q3. And since then Constant Guidance Financial LLC has made 3 purchases of LQD, at an average price of $106.74, for a total of 257,045.00 shares. In addition, there have been 3 sales at an average price of $108.79 for 231,433.00 shares. Based on historical transaction data and LQD's current price of $108.97, Constant Guidance Financial LLC's estimated gain on his LQD holdings is $531,517.02, reflecting a 1.94% gain to date.

Constant Guidance Financial LLC LQD ($108.97) Holding Chart

Constant Guidance Financial LLC LQD ($108.97) 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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