Independence Financial Advisors, LLC LQD Holdings History
Independence Financial Advisors, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 109,242.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $11.87 Mil. This investment constitutes 4.51% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and LQD's current price of $108.80, Independence Financial Advisors, LLC's estimated gain on his LQD holdings is $114,704.10, reflecting a 0.97% gain to date.
Independence Financial Advisors, LLC LQD ($108.80) Holding Chart
Independence Financial Advisors, LLC LQD ($108.80) 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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