Worth Financial Advisory Group, LLC LQD Holdings History
Worth Financial Advisory Group, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held - shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 7 purchases of LQD, at an average price of $104.79, for a total of 14,376.00 shares. In addition, there have been 3 sales at an average price of $107.38 for 14,376.00 shares. Based on historical transaction data and LQD's current price of $108.29, Worth Financial Advisory Group, LLC's estimated gain on his LQD holdings is $37,182.11, reflecting a 2.47% gain to date.
Worth Financial Advisory Group, LLC LQD ($108.29) Holding Chart
Worth Financial Advisory Group, LLC LQD ($108.29) 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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