Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-173,662.28
% of Total Estimate Gain
-15.31%

Prosperity Planning, Inc.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-06-30, Prosperity Planning, Inc. held - shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Prosperity Planning, Inc. now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 7 purchases of LQD, at an average price of $132.56, for a total of 8,556.00 shares. In addition, there have been 6 sales at an average price of $112.27 for 8,556.00 shares. Based on historical transaction data and LQD's current price of $108.83, Prosperity Planning, Inc.'s estimated gain on his LQD holdings is $-173,662.28, reflecting a -15.31% gain to date.

Prosperity Planning, Inc. LQD ($108.83) Holding Chart

Prosperity Planning, Inc. 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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