Wealthstar Advisors, LLC LQD Holdings History
Wealthstar Advisors, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Wealthstar Advisors, LLC held 95,492.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $10.47 Mil. This investment constitutes 3.94% of their stock portfolio, and Wealthstar Advisors, LLC now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2018Q2. And since then Wealthstar Advisors, LLC has made 13 purchases of LQD, at an average price of $116.38, for a total of 718,731.00 shares. In addition, there have been 11 sales at an average price of $109.40 for 623,239.00 shares. Based on historical transaction data and LQD's current price of $108.64, Wealthstar Advisors, LLC's estimated gain on his LQD holdings is $-5.09 Mil, reflecting a -6.09% gain to date.
Wealthstar Advisors, LLC LQD ($108.64) Holding Chart
Wealthstar Advisors, LLC LQD ($108.64) 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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