MILESTONE ASSET MANAGEMENT, LLC LQD Holdings History
MILESTONE ASSET MANAGEMENT, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held - shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling N/A. This investment constitutes 0% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2022Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 2 purchases of LQD, at an average price of $108.94, for a total of 126,735.00 shares. In addition, there have been 4 sales at an average price of $108.58 for 126,735.00 shares. Based on historical transaction data and LQD's current price of $108.72, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his LQD holdings is $-46,312.07, reflecting a -0.34% gain to date.
MILESTONE ASSET MANAGEMENT, LLC LQD ($108.72) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC LQD ($108.72) 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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