American Financial & Tax Strategies Inc Ishares Iboxx $ Investment Gra Transaction History

American Financial & Tax Strategies Inc

$188 Million
Q2 2025

A detailed history of American Financial & Tax Strategies Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 11,102 shares of LQD stock, worth $1.24 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

11,102

Previous 12,987 14.51%

Holding current value

$1.24 Million

Previous $1.41 Million 13.82%

% of portfolio

0.65%

Previous 0.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 31, 2025	SELL	$105.23 - $109.61 $198,358 - $206,614	-1,885 Reduced 14.51%	11,102 $1.22 Million
Q1 2025 May 06, 2025	SELL	$105.1 - $109.61 $525 - $548	-5 Reduced 0.04%	12,987 $1.41 Million
Q4 2024 Jan 27, 2025	SELL	$106.56 - $113.11 $1,491 - $1,583	-14 Reduced 0.11%	12,992 $1.39 Million
Q3 2024 Oct 28, 2024	SELL	$106.11 - $113.72 $20,691 - $22,175	-195 Reduced 1.48%	13,006 $1.47 Million
Q2 2024 Aug 08, 2024	BUY	$104.54 - $108.46 $9,304 - $9,652	89 Added 0.68%	13,201 $1.41 Million
Q1 2024 Aug 02, 2024	BUY	$106.98 - $110.63 $1.4 Million - $1.45 Million	13,112 New	13,112 $1.43 Million
Q4 2023 Aug 06, 2024	BUY	$98.28 - $111.36 $8,943 - $10,133	91 Added 0.69%	13,203 $1.46 Billion

Others Institutions Holding LQD

# of Institutions

1,238

Shares Held

277M

Call Options Held

16.2M

Put Options Held

46.5M

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About ISHARES IBOXX $ INVESTMENT GRA

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American Financial & Tax Strategies Inc Ishares Iboxx $ Investment Gra Transaction History