DDFG, Inc's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 260,318.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $28.29 Mil. This investment constitutes 7.84% of their stock portfolio, and DDFG, Inc now holds 0.09% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 8 purchases of LQD, at an average price of $106.65, for a total of 265,389.00 shares. In addition, there have been 1 sales at an average price of $109.36 for 5,071.00 shares. Based on historical transaction data and LQD's current price of $109.06, DDFG, Inc's estimated gain on his LQD holdings is $640,658.89, reflecting a 2.26% gain to date.
DDFG, Inc LQD ($109.06) Holding Chart
DDFG, Inc 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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