Joule Financial, LLC LQD Holdings History
Joule Financial, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Joule Financial, LLC held 242,784.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $26.61 Mil. This investment constitutes 8.64% of their stock portfolio, and Joule Financial, LLC now holds 0.1% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2022Q2. And since then Joule Financial, LLC has made 11 purchases of LQD, at an average price of $107.63, for a total of 245,541.00 shares. In addition, there have been 1 sales at an average price of $104.14 for 2,757.00 shares. Based on historical transaction data and LQD's current price of $108.83, Joule Financial, LLC's estimated gain on his LQD holdings is $282,365.82, reflecting a 1.07% gain to date.
Joule Financial, LLC LQD ($108.83) Holding Chart
Joule Financial, LLC LQD ($108.83) 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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