Prosperity Planning, Inc. LQD Holdings History
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 $108.64, 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 ($108.64) Holding Chart
Prosperity Planning, Inc. LQD ($108.64) 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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