A detailed history of Finer Wealth Management, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 6,295 shares of LQD stock, worth $687,539. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,295
Holding current value
$687,539
% of portfolio
0.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$104.54 - $108.46 $658,079 - $682,755
6,295 New
6,295 $674,000
Q4 2023

Feb 13, 2024

SELL
$98.28 - $111.36 $17,985 - $20,378
-183 Reduced 8.07%
2,085 $230,000
Q3 2023

Nov 14, 2023

SELL
$102.02 - $108.51 $54,274 - $57,727
-532 Reduced 19.0%
2,268 $231,000
Q2 2023

Aug 14, 2023

SELL
$106.02 - $110.43 $52,267 - $54,441
-493 Reduced 14.97%
2,800 $302,000
Q1 2023

May 09, 2023

SELL
$104.89 - $111.81 $143,174 - $152,620
-1,365 Reduced 29.3%
3,293 $360,000
Q4 2022

Feb 13, 2023

SELL
$99.2 - $110.03 $691,225 - $766,689
-6,968 Reduced 59.93%
4,658 $491,000
Q3 2022

Nov 10, 2022

SELL
$101.44 - $114.61 $156,724 - $177,072
-1,545 Reduced 11.73%
11,626 $1.19 Million
Q2 2022

Aug 10, 2022

SELL
$107.41 - $121.51 $252,306 - $285,426
-2,349 Reduced 15.14%
13,171 $1.45 Million
Q1 2022

Jun 06, 2022

BUY
$118.44 - $131.22 $234,392 - $259,684
1,979 Added 14.61%
15,520 $1.88 Million
Q4 2021

Jun 01, 2022

BUY
$130.98 - $134.88 $1.77 Million - $1.83 Million
13,541 New
13,541 $1.79 Million

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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