FIRST FOUNDATION ADVISORS LQD Holdings History
FIRST FOUNDATION ADVISORS's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 67,348.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $7.32 Mil. This investment constitutes 0.3% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2014Q1. And since then FIRST FOUNDATION ADVISORS has made 10 purchases of LQD, at an average price of $108.87, for a total of 344,125.00 shares. In addition, there have been 10 sales at an average price of $108.74 for 276,777.00 shares. Based on historical transaction data and LQD's current price of $108.09, FIRST FOUNDATION ADVISORS's estimated gain on his LQD holdings is $-87,653.11, reflecting a -0.23% gain to date.
FIRST FOUNDATION ADVISORS LQD ($108.09) Holding Chart
FIRST FOUNDATION ADVISORS LQD ($108.09) 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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