Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$59,732.60
% of Total Estimate Gain
2.04%

Saxony Capital Management, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, Saxony Capital Management, LLC held - shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Saxony 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 2023Q4. And since then Saxony Capital Management, LLC has made 3 purchases of LQD, at an average price of $105.33, for a total of 27,735.00 shares. In addition, there have been 2 sales at an average price of $107.48 for 27,735.00 shares. Based on historical transaction data and LQD's current price of $108.80, Saxony Capital Management, LLC's estimated gain on his LQD holdings is $59,732.60, reflecting a 2.04% gain to date.

Saxony Capital Management, LLC LQD ($108.80) Holding Chart

Saxony Capital Management, 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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