SRS Capital Advisors, Inc. LQD Holdings History
Arax Advisory Partners's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Arax Advisory Partners held 263,987.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $28.69 Mil. This investment constitutes 1.84% of their stock portfolio, and Arax Advisory Partners now holds 0.1% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q2. And since then Arax Advisory Partners has made 11 purchases of LQD, at an average price of $119.04, for a total of 528,520.00 shares. In addition, there have been 15 sales at an average price of $134.20 for 264,533.00 shares. Based on historical transaction data and LQD's current price of $108.64, Arax Advisory Partners's estimated gain on his LQD holdings is $1.27 Mil, reflecting a 2.01% gain to date.
Arax Advisory Partners LQD ($108.64) Holding Chart
Arax Advisory Partners 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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