Number of Shares
70,831.00
Current Holdings Value*
$7.70 Mil
% of Portfolio
3.37%
Total Estimate Gain
$-802,234.88
% of Total Estimate Gain
-2.56%

Wayfinding Financial, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 70,831.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $7.70 Mil. This investment constitutes 3.37% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.03% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.

The initial trade took place in 2022Q3. And since then Wayfinding Financial, LLC has made 7 purchases of LQD, at an average price of $108.72, for a total of 288,720.00 shares. In addition, there have been 4 sales at an average price of $105.25 for 217,889.00 shares. Based on historical transaction data and LQD's current price of $108.08, Wayfinding Financial, LLC's estimated gain on his LQD holdings is $-802,234.88, reflecting a -2.56% gain to date.

Wayfinding Financial, LLC LQD ($108.08) Holding Chart

Wayfinding Financial, LLC LQD ($108.08) 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 %

Top Ranked Articles

  • 1