Spahn Wealth & Retirement LLC LQD Holdings History

Number of Shares

250,347.00

$26.75 Mil

% of Portfolio

17.54%

Total Estimate Gain

$-425,589.90

% of Total Estimate Gain

-1.55%

Spahn Wealth & Retirement LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2024-12-31, Spahn Wealth & Retirement LLC held 250,347.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $26.75 Mil. This investment constitutes 17.54% of their stock portfolio, and Spahn Wealth & Retirement LLC now holds 0.09% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and LQD's current price of $107.66, Spahn Wealth & Retirement LLC's estimated gain on his LQD holdings is $-425,589.90, reflecting a -1.55% gain to date.

Spahn Wealth & Retirement LLC LQD ($107.66) Holding Chart

Spahn Wealth & Retirement LLC LQD ($107.66) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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