Winthrop Capital Management, LLC LQD Holdings History
Winthrop Capital Management, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Winthrop Capital Management, LLC held 97,539.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $10.60 Mil. This investment constitutes 2.92% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.04% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 2 purchases of LQD, at an average price of $106.72, for a total of 194,843.00 shares. In addition, there have been 1 sales at an average price of $108.66 for 97,304.00 shares. Based on historical transaction data and LQD's current price of $108.64, Winthrop Capital Management, LLC's estimated gain on his LQD holdings is $376,219.20, reflecting a 1.81% gain to date.
Winthrop Capital Management, LLC LQD ($108.64) Holding Chart
Winthrop Capital Management, 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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