WealthOne, LLC LQD Holdings History
WealthOne, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 13,457.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $1.37 Mil. This investment constitutes 0.55% of their stock portfolio, and WealthOne, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 4 purchases of LQD, at an average price of $117.53, for a total of 140,652.00 shares. In addition, there have been 15 sales at an average price of $116.11 for 127,195.00 shares. Based on historical transaction data and LQD's current price of $108.90, WealthOne, LLC's estimated gain on his LQD holdings is $-296,329.07, reflecting a -1.79% gain to date.
WealthOne, LLC LQD ($108.90) Holding Chart
WealthOne, LLC LQD ($108.90) 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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