Number of Shares
46,299.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-69,565.11
% of Total Estimate Gain
-1.38%

Turn8 Private Wealth Inc.'s iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, Turn8 Private Wealth Inc. held 46,299.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $5.04 Mil. This investment constitutes 3.94% of their stock portfolio, and Turn8 Private Wealth Inc. now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2024Q4. And since then Turn8 Private Wealth Inc. has made 1 purchases of LQD, at an average price of $109.16, for a total of 46,299.00 shares. Based on historical transaction data and LQD's current price of $107.66, Turn8 Private Wealth Inc.'s estimated gain on his LQD holdings is $-69,565.11, reflecting a -1.38% gain to date.

Turn8 Private Wealth Inc. LQD ($107.66) Holding Chart

Turn8 Private Wealth Inc. LQD ($107.66) 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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