Farrell Financial LLC LQD Holdings History
Farrell Financial LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Farrell Financial LLC held 28,940.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $3.15 Mil. This investment constitutes 2.29% of their stock portfolio, and Farrell Financial LLC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2023Q4. And since then Farrell Financial LLC has made 1 purchases of LQD, at an average price of $104.16, for a total of 36,404.00 shares. In addition, there have been 2 sales at an average price of $107.75 for 7,464.00 shares. Based on historical transaction data and LQD's current price of $108.70, Farrell Financial LLC's estimated gain on his LQD holdings is $158,040.98, reflecting a 4.17% gain to date.
Farrell Financial LLC LQD ($108.70) Holding Chart
Farrell Financial LLC LQD ($108.70) 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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