Insight Wealth Partners, LLC LQD Holdings History
Insight Wealth Partners, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 121,581.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $13.21 Mil. This investment constitutes 2.2% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2019Q4. And since then Insight Wealth Partners, LLC has made 14 purchases of LQD, at an average price of $122.92, for a total of 349,885.00 shares. In addition, there have been 7 sales at an average price of $114.73 for 228,304.00 shares. Based on historical transaction data and LQD's current price of $108.29, Insight Wealth Partners, LLC's estimated gain on his LQD holdings is $-3.65 Mil, reflecting a -8.48% gain to date.
Insight Wealth Partners, LLC LQD ($108.29) Holding Chart
Insight Wealth Partners, 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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