Number of Shares
16,831.00
Current Holdings Value*
$1.83 Mil
% of Portfolio
1.12%
Total Estimate Gain
$-223,096.56
% of Total Estimate Gain
-1.22%

Cosner Financial Group, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, Cosner Financial Group, LLC held 16,831.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $1.83 Mil. This investment constitutes 1.12% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 1 purchases of LQD, at an average price of $107.13, for a total of 170,993.00 shares. In addition, there have been 4 sales at an average price of $105.48 for 154,162.00 shares. Based on historical transaction data and LQD's current price of $109.06, Cosner Financial Group, LLC's estimated gain on his LQD holdings is $-223,096.56, reflecting a -1.22% gain to date.

Cosner Financial Group, LLC LQD ($109.06) Holding Chart

Cosner Financial Group, LLC LQD ($109.06) 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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