MILESTONE ASSET MANAGEMENT, LLC LQDH Holdings History
MILESTONE ASSET MANAGEMENT, LLC's iShares Interest Rate Hedged Corporate Bond ETF Holding Summary
As of 2025-03-31, MILESTONE ASSET MANAGEMENT, LLC held 412,838.00 shares of iShares Interest Rate Hedged Corporate Bond ETF(LQDH), totaling $38.09 Mil. This investment constitutes 8.11% of their stock portfolio, and MILESTONE ASSET MANAGEMENT, LLC now holds 7.18% of the outstanding iShares Interest Rate Hedged Corporate Bond ETF(LQDH) stock.
The initial trade took place in 2024Q4. And since then MILESTONE ASSET MANAGEMENT, LLC has made 2 purchases of LQDH, at an average price of $93.09, for a total of 412,838.00 shares. Based on historical transaction data and LQDH's current price of $92.26, MILESTONE ASSET MANAGEMENT, LLC's estimated gain on his LQDH holdings is $-341,636.56, reflecting a -0.89% gain to date.
MILESTONE ASSET MANAGEMENT, LLC LQDH ($92.26) Holding Chart
MILESTONE ASSET MANAGEMENT, LLC LQDH ($92.26) 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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