WesMark Tactical Opportunity Fund LQD Holdings History
WesMark Tactical Opportunity Fund's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 59,038.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $6.42 Mil. This investment constitutes 14.05% of their stock portfolio, and WESMARK FUNDS now holds 0.02% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2021Q4. And since then WesMark Tactical Opportunity Fund has made 4 purchases of LQD, at an average price of $111.50, for a total of 59,038.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and LQD's current price of $109.61, WesMark Tactical Opportunity Fund's estimated gain on his LQD holdings is $-111,857.14, reflecting a -1.70% gain to date.
WesMark Tactical Opportunity Fund LQD ($109.61) Holding Chart
WesMark Tactical Opportunity Fund LQD ($109.61) 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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