LifePlan Financial Group, Inc LQD Holdings History
LifePlan Financial Group, Inc's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2020-09-30, LifePlan Financial Group, Inc held 103,796.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $13.98 Mil. This investment constitutes 6.3% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2013Q4. And since then LifePlan Financial Group, Inc has made 14 purchases of LQD, at an average price of $120.87, for a total of 169,430.00 shares. In addition, there have been 5 sales at an average price of $120.59 for 65,634.00 shares. Based on historical transaction data and LQD's current price of $108.08, LifePlan Financial Group, Inc's estimated gain on his LQD holdings is $-1.35 Mil, reflecting a -6.57% gain to date.
LifePlan Financial Group, Inc LQD ($108.08) Holding Chart
LifePlan Financial Group, Inc LQD ($108.08) 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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