HMS Capital Management, LLC LQD Holdings History
HMS Capital Management, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, HMS Capital Management, LLC held 131,032.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $14.36 Mil. This investment constitutes 6.46% of their stock portfolio, and HMS Capital Management, LLC now holds 0.05% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q4. And since then HMS Capital Management, LLC has made 13 purchases of LQD, at an average price of $112.28, for a total of 255,036.00 shares. In addition, there have been 11 sales at an average price of $119.82 for 124,004.00 shares. Based on historical transaction data and LQD's current price of $108.64, HMS Capital Management, LLC's estimated gain on his LQD holdings is $456,501.54, reflecting a 1.59% gain to date.
HMS Capital Management, LLC LQD ($108.64) Holding Chart
HMS Capital Management, LLC LQD ($108.64) 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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