Foguth Wealth Management, LLC. LQD Holdings History
Foguth Wealth Management, LLC.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 110,215.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $11.98 Mil. This investment constitutes 2.91% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2024Q2. And since then Foguth Wealth Management, LLC. has made 4 purchases of LQD, at an average price of $108.16, for a total of 110,215.00 shares. Based on historical transaction data and LQD's current price of $108.29, Foguth Wealth Management, LLC.'s estimated gain on his LQD holdings is $14,246.59, reflecting a 0.12% gain to date.
Foguth Wealth Management, LLC. LQD ($108.29) Holding Chart
Foguth Wealth Management, LLC. 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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