Beta Wealth Group, Inc. Ishares Iboxx $ Investment Gra Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 90,541 shares of LQD stock, worth $9.98 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares
90,541
Previous 74,462 21.59%
Holding current value
$9.98 Million
Previous $8.16 Million 23.66%
% of portfolio
5.39%
Previous 4.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$107.66 - $112.36 $1.73 Million - $1.81 Million
16,079 Added 21.59%
90,541 $10.1 Million
Q2 2025

Aug 08, 2025
BUY
$105.23 - $109.61 $7.84 Million - $8.16 Million
74,462 New
74,462 $8.16 Million

Others Institutions Holding LQD

# of Institutions
1,264
Shares Held
280M
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
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