TOPS Managed Risk Balanced ETF Portfolio LQD Holdings History
TOPS Managed Risk Balanced ETF Portfolio's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Northern Lights Variable Trust held 38,685.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $4.20 Mil. This investment constitutes 8.27% of their stock portfolio, and Northern Lights Variable Trust now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2019Q3. And since then TOPS Managed Risk Balanced ETF Portfolio has made 9 purchases of LQD, at an average price of $126.38, for a total of 316,505.00 shares. In addition, there have been 10 sales at an average price of $109.39 for 277,820.00 shares. Based on historical transaction data and LQD's current price of $108.72, TOPS Managed Risk Balanced ETF Portfolio's estimated gain on his LQD holdings is $-5.40 Mil, reflecting a -13.51% gain to date.
TOPS Managed Risk Balanced ETF Portfolio LQD ($108.72) Holding Chart
TOPS Managed Risk Balanced ETF Portfolio LQD ($108.72) 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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