Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-26.19 Mil
% of Total Estimate Gain
-2.60%

Edelman Financial Services, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2018-12-31, Edelman Financial Services, LLC held - shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Edelman Financial Services, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2013Q4. And since then Edelman Financial Services, LLC has made 11 purchases of LQD, at an average price of $115.36, for a total of 8.74 Mil shares. In addition, there have been 1 sales at an average price of $112.36 for 8.74 Mil shares. Based on historical transaction data and LQD's current price of $108.08, Edelman Financial Services, LLC's estimated gain on his LQD holdings is $-26.19 Mil, reflecting a -2.60% gain to date.

Edelman Financial Services, LLC LQD ($108.08) Holding Chart

Edelman Financial Services, LLC 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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