LWM ADVISORS INC LQD Holdings History
LWM ADVISORS INC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 31,988.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $3.51 Mil. This investment constitutes 3.37% of their stock portfolio, and LWM ADVISORS INC now holds 0.01% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2024Q4. And since then LWM ADVISORS INC has made 1 purchases of LQD, at an average price of $109.33, for a total of 33,317.00 shares. In addition, there have been 1 sales at an average price of $107.75 for 1,329.00 shares. Based on historical transaction data and LQD's current price of $108.09, LWM ADVISORS INC's estimated gain on his LQD holdings is $-41,757.57, reflecting a -1.15% gain to date.
LWM ADVISORS INC LQD ($108.09) Holding Chart
LWM ADVISORS INC LQD ($108.09) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
