Ball & CO Wealth Management Inc. Ishares Iboxx $ Investment Gra Transaction History

Ball & CO Wealth Management Inc.

  • $155 Million
  • Q4 2025

A detailed history of Ball & CO Wealth Management Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 61,432 shares of LQD stock, worth $6.77 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
61,432
Previous 90,587 32.18%
Holding current value
$6.77 Million
Previous $10.1 Million 32.96%
% of portfolio
4.36%
Previous 6.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$110.25 - $112.92 $3.21 Million - $3.29 Million
-29,155 Reduced 32.18%
61,432 $6.77 Million
Q3 2025

Oct 24, 2025
BUY
$107.66 - $112.36 $9.75 Million - $10.2 Million
90,587 New
90,587 $10.1 Million
Q1 2025

May 09, 2025
BUY
$105.1 - $109.61 $4.39 Million - $4.58 Million
41,739 New
41,739 $4.54 Million

Others Institutions Holding LQD

# of Institutions
1,279
Shares Held
282M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Ball & CO Wealth Management Inc. Portfolio

Follow Ball & CO Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ball & CO Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ball & CO Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email