Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$37,182.11
% of Total Estimate Gain
2.47%

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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