David J Yvars Group LQD Holdings History
David J Yvars Group's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, David J Yvars Group held 49,727.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $5.45 Mil. This investment constitutes 3.19% of their stock portfolio, and David J Yvars Group now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2020Q4. And since then David J Yvars Group has made 10 purchases of LQD, at an average price of $115.19, for a total of 63,040.00 shares. In addition, there have been 5 sales at an average price of $116.30 for 13,313.00 shares. Based on historical transaction data and LQD's current price of $108.08, David J Yvars Group's estimated gain on his LQD holdings is $-338,700.88, reflecting a -4.66% gain to date.
David J Yvars Group LQD ($108.08) Holding Chart
David J Yvars Group LQD ($108.08) 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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