Destination Wealth Management LQDH Holdings History
Destination Wealth Management's iShares Interest Rate Hedged Corporate Bond ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 815,863.00 shares of iShares Interest Rate Hedged Corporate Bond ETF(LQDH), totaling $75.28 Mil. This investment constitutes 2.37% of their stock portfolio, and Destination Wealth Management now holds 16.65% of the outstanding iShares Interest Rate Hedged Corporate Bond ETF(LQDH) stock.
The initial trade took place in 2021Q2. And since then Destination Wealth Management has made 11 purchases of LQDH, at an average price of $93.04, for a total of 1.02 Mil shares. In addition, there have been 3 sales at an average price of $90.01 for 200,214.00 shares. Based on historical transaction data and LQDH's current price of $92.69, Destination Wealth Management's estimated gain on his LQDH holdings is $-899,844.57, reflecting a -0.95% gain to date.
Destination Wealth Management LQDH ($92.69) Holding Chart
Destination Wealth Management LQDH ($92.69) 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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