Midwest Financial Group LLC LQD Holdings History
Midwest Financial Group LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Midwest Financial Group LLC held 55,195.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $6.05 Mil. This investment constitutes 3.18% of their stock portfolio, and Midwest Financial Group LLC now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 5 purchases of LQD, at an average price of $107.62, for a total of 66,939.00 shares. In addition, there have been 4 sales at an average price of $107.36 for 11,744.00 shares. Based on historical transaction data and LQD's current price of $108.80, Midwest Financial Group LLC's estimated gain on his LQD holdings is $62,390.59, reflecting a 0.87% gain to date.
Midwest Financial Group LLC LQD ($108.80) Holding Chart
Midwest Financial Group LLC LQD ($108.80) 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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