GDS Wealth Management LQD Holdings History
GDS Wealth Management's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, GDS Wealth Management held 658,274.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $71.55 Mil. This investment constitutes 6.1% of their stock portfolio, and GDS Wealth Management now holds 0.24% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 11 purchases of LQD, at an average price of $107.19, for a total of 662,209.00 shares. In addition, there have been 1 sales at an average price of $104.14 for 3,935.00 shares. Based on historical transaction data and LQD's current price of $108.29, GDS Wealth Management's estimated gain on his LQD holdings is $714,474.33, reflecting a 1.01% gain to date.
GDS Wealth Management LQD ($108.29) Holding Chart
GDS Wealth Management 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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