Cresta Advisors, Ltd. LQD Holdings History
Cresta Advisors, Ltd.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Cresta Advisors, Ltd. held 122,548.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $13.32 Mil. This investment constitutes 6.9% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.05% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2022Q4. And since then Cresta Advisors, Ltd. has made 5 purchases of LQD, at an average price of $103.86, for a total of 346,749.00 shares. In addition, there have been 4 sales at an average price of $107.18 for 224,201.00 shares. Based on historical transaction data and LQD's current price of $108.05, Cresta Advisors, Ltd.'s estimated gain on his LQD holdings is $1.26 Mil, reflecting a 3.50% gain to date.
Cresta Advisors, Ltd. LQD ($108.05) Holding Chart
Cresta Advisors, Ltd. LQD ($108.05) 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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