Concurrent Investment Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,320 shares of LQD stock, worth $2.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,320

Previous 19,655 1.7%

Holding current value

$2.13 Million

Previous $2.15 Billion 0.04%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$107.66 - $112.36 $36,066 - $37,640	-335 Reduced 1.7%	19,320 $2.15 Billion
Q2 2025 Jul 25, 2025	BUY	$105.23 - $109.61 $607,387 - $632,668	5,772 Added 41.58%	19,655 $2.15 Billion
Q1 2025 Apr 29, 2025	SELL	$105.1 - $109.61 $67,999 - $70,917	-647 Reduced 4.45%	13,883 $1.51 Billion
Q4 2024 Feb 03, 2025	SELL	$106.56 - $113.11 $101,551 - $107,793	-953 Reduced 6.16%	14,530 $1.55 Billion
Q3 2024 Oct 30, 2024	BUY	$106.11 - $113.72 $552,302 - $591,912	5,205 Added 50.64%	15,483 $1.75 Billion

Q2 2024 Jul 30, 2024	BUY	$104.54 - $108.46 $157,541 - $163,449	1,507 Added 17.18%	10,278 $1.1 Billion
Q1 2024 May 07, 2024	SELL	$106.98 - $110.63 $576,729 - $596,406	-5,391 Reduced 38.07%	8,771 $955 Million
Q4 2023 Apr 15, 2024	BUY	$98.28 - $111.36 $1.39 Million - $1.58 Million	14,162 New	14,162 $1.57 Billion

Others Institutions Holding LQD

# of Institutions

1,260

Shares Held

279M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Concurrent Investment Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History