Neumann Capital Management, LLC LQD Holdings History
Neumann Capital Management, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Neumann Capital Management, LLC held 4,988.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $546,740.00. This investment constitutes 0.17% of their stock portfolio, and Neumann Capital Management, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2014Q4. And since then Neumann Capital Management, LLC has made 21 purchases of LQD, at an average price of $121.17, for a total of 18,855.00 shares. In addition, there have been 9 sales at an average price of $110.13 for 13,867.00 shares. Based on historical transaction data and LQD's current price of $108.83, Neumann Capital Management, LLC's estimated gain on his LQD holdings is $-214,652.31, reflecting a -9.40% gain to date.
Neumann Capital Management, LLC LQD ($108.83) Holding Chart
Neumann Capital Management, LLC LQD ($108.83) 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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