Strategic Wealth Partners, Ltd. LQD Holdings History

Number of Shares

157,356.00

$16.93 Mil

% of Portfolio

1.4%

Total Estimate Gain

$-1.97 Mil

% of Total Estimate Gain

-9.42%

Strategic Wealth Partners, Ltd.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 157,356.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $16.93 Mil. This investment constitutes 1.4% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.06% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 15 purchases of LQD, at an average price of $122.02, for a total of 171,742.00 shares. In addition, there have been 10 sales at an average price of $129.34 for 14,386.00 shares. Based on historical transaction data and LQD's current price of $108.80, Strategic Wealth Partners, Ltd.'s estimated gain on his LQD holdings is $-1.97 Mil, reflecting a -9.42% gain to date.

Strategic Wealth Partners, Ltd. LQD ($108.80) Holding Chart

Strategic Wealth Partners, Ltd. LQD ($108.80) 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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