USA FINANCIAL FORMULAS LQD Holdings History
USA FINANCIAL FORMULAS's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, USA FINANCIAL FORMULAS held 347,983.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $38.14 Mil. This investment constitutes 6.51% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.13% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q4. And since then USA FINANCIAL FORMULAS has made 14 purchases of LQD, at an average price of $106.78, for a total of 469,608.00 shares. In addition, there have been 11 sales at an average price of $111.95 for 121,625.00 shares. Based on historical transaction data and LQD's current price of $108.76, USA FINANCIAL FORMULAS's estimated gain on his LQD holdings is $1.31 Mil, reflecting a 2.62% gain to date.
USA FINANCIAL FORMULAS LQD ($108.76) Holding Chart
USA FINANCIAL FORMULAS LQD ($108.76) 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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