Joule Financial, LLC Ishares Iboxx $ Investment Gra Transaction History

Joule Financial, LLC

  • $333 Million
  • Q4 2025

A detailed history of Joule Financial, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Joule Financial, LLC holds 261,682 shares of LQD stock, worth $28.9 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares
261,682
Previous 255,220 2.53%
Holding current value
$28.9 Million
Previous $28.4 Million 1.41%
% of portfolio
8.67%
Previous 8.56%

Shares

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

Jan 20, 2026
BUY
$110.25 - $112.92 $712,435 - $729,689
6,462 Added 2.53%
261,682 $28.9 Million
Q3 2025

Nov 03, 2025
BUY
$107.66 - $112.36 $1.34 Million - $1.4 Million
12,436 Added 5.12%
255,220 $28.4 Million
Q2 2025

Jul 22, 2025
BUY
$105.23 - $109.61 $543,723 - $566,354
5,167 Added 2.17%
242,784 $26.6 Million
Q1 2025

Apr 11, 2025
BUY
$105.1 - $109.61 $849,733 - $886,196
8,085 Added 3.52%
237,617 $25.8 Million
Q4 2024

Jan 15, 2025
BUY
$106.56 - $113.11 $1.74 Million - $1.85 Million
16,374 Added 7.68%
229,532 $24.5 Million
Q3 2024

Oct 17, 2024
BUY
$106.11 - $113.72 $948,941 - $1.02 Million
8,943 Added 4.38%
213,158 $24.1 Million
Q2 2024

Oct 17, 2024
BUY
$104.54 - $108.46 $122,102 - $126,681
1,168 Added 0.58%
204,215 $21.9 Million
Q1 2024

Oct 17, 2024
BUY
$106.98 - $110.63 $21.7 Million - $22.5 Million
203,047 New
203,047 $22.1 Million
Q4 2023

Jan 11, 2024
SELL
$98.28 - $111.36 $270,957 - $307,019
-2,757 Reduced 1.46%
186,386 $20.6 Million
Q3 2023

Oct 26, 2023
BUY
$102.02 - $108.51 $2.01 Million - $2.13 Million
19,659 Added 11.6%
189,143 $19.3 Million
Q2 2023

Jul 14, 2023
BUY
$106.02 - $110.43 $839,572 - $874,495
7,919 Added 4.9%
169,484 $18.3 Million
Q1 2023

Apr 13, 2023
BUY
$104.89 - $111.81 $10.1 Million - $10.7 Million
95,921 Added 146.12%
161,565 $17.7 Million
Q4 2022

Jan 13, 2023
BUY
$99.2 - $110.03 $3.37 Million - $3.73 Million
33,932 Added 107.0%
65,644 $0
Q3 2022

Oct 19, 2022
BUY
$101.44 - $114.61 $1.98 Million - $2.24 Million
19,516 Added 160.02%
31,712 $3.25 Million
Q2 2022

Jul 19, 2022
BUY
$107.41 - $121.51 $1.31 Million - $1.48 Million
12,196 New
12,196 $1.34 Million

Others Institutions Holding LQD

# of Institutions
1,283
Shares Held
282M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
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