SevenBridge Financial Group, LLC LQD Holdings History
SevenBridge Financial Group, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, SevenBridge Financial Group, LLC held 58,016.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $6.18 Mil. This investment constitutes 1.22% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q2. And since then SevenBridge Financial Group, LLC has made 8 purchases of LQD, at an average price of $107.77, for a total of 94,747.00 shares. In addition, there have been 6 sales at an average price of $107.98 for 36,731.00 shares. Based on historical transaction data and LQD's current price of $108.29, SevenBridge Financial Group, LLC's estimated gain on his LQD holdings is $37,587.32, reflecting a 0.37% gain to date.
SevenBridge Financial Group, LLC LQD ($108.29) Holding Chart
SevenBridge Financial Group, LLC LQD ($108.29) 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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