Leo Wealth, LLC LQDH Holdings History
Leo Wealth, LLC's iShares Interest Rate Hedged Corporate Bond ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 97,466.00 shares of iShares Interest Rate Hedged Corporate Bond ETF(LQDH), totaling $8.99 Mil. This investment constitutes 1.29% of their stock portfolio, and Leo Wealth, LLC now holds 1.99% of the outstanding iShares Interest Rate Hedged Corporate Bond ETF(LQDH) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 4 purchases of LQDH, at an average price of $92.76, for a total of 225,694.00 shares. In addition, there have been 1 sales at an average price of $93.08 for 128,228.00 shares. Based on historical transaction data and LQDH's current price of $92.51, Leo Wealth, LLC's estimated gain on his LQDH holdings is $17,702.68, reflecting a 0.08% gain to date.
Leo Wealth, LLC LQDH ($92.51) Holding Chart
Leo Wealth, LLC LQDH ($92.51) 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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