FSA WEALTH PARTNERS, INC. LQD Holdings History
FSA WEALTH PARTNERS, INC.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 117,752.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $12.80 Mil. This investment constitutes 4.84% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2023Q4. And since then FSA WEALTH PARTNERS, INC. has made 2 purchases of LQD, at an average price of $106.14, for a total of 212,748.00 shares. In addition, there have been 1 sales at an average price of $108.66 for 94,996.00 shares. Based on historical transaction data and LQD's current price of $108.29, FSA WEALTH PARTNERS, INC.'s estimated gain on his LQD holdings is $492,968.00, reflecting a 2.18% gain to date.
FSA WEALTH PARTNERS, INC. LQD ($108.29) Holding Chart
FSA WEALTH PARTNERS, INC. LQD ($108.29) 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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