Modern Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Modern Wealth Management, LLC holds 241,181 shares of LQD stock, worth $26.6 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

241,181

Previous 211,318 14.13%

Holding current value

$26.6 Million

Previous $23.2 Million 115971.34%

% of portfolio

0.53%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$107.66 - $112.36 $3.22 Million - $3.36 Million	29,863 Added 14.13%	241,181 $26.9 Billion
Q2 2025 Aug 14, 2025	BUY	$105.23 - $109.61 $22.2 Million - $23.2 Million	211,318 New	211,318 $23.2 Million
Q4 2024 May 30, 2025	BUY	$106.56 - $113.11 $693,599 - $736,232	6,509 New	6,509 $695,000
Q4 2024 May 29, 2025	BUY	$106.56 - $113.11 $693,599 - $736,232	6,509 New	6,509 $695,000
Q4 2024 Feb 11, 2025	BUY	$106.56 - $113.11 $35,164 - $37,326	330 Added 8.74%	4,106 $442 Million

Q3 2024 May 30, 2025	BUY	$106.11 - $113.72 $400,777 - $429,520	3,777 New	3,777 $426,000
Q3 2024 May 29, 2025	BUY	$106.11 - $113.72 $400,777 - $429,520	3,777 New	3,777 $426,000
Q3 2024 Nov 05, 2024	SELL	$106.11 - $113.72 $50,190 - $53,789	-473 Reduced 11.13%	3,776 $427 Million
Q2 2024 May 29, 2025	BUY	$104.54 - $108.46 $444,190 - $460,846	4,249 New	4,249 $455,000
Q2 2024 Aug 07, 2024	BUY	$104.54 - $108.46 $1,986 - $2,060	19 Added 0.45%	4,249 $455 Million
Q1 2024 May 28, 2025	BUY	$106.98 - $110.63 $684,885 - $708,253	6,402 New	6,402 $697 Million
Q1 2024 May 13, 2024	BUY	$106.98 - $110.63 $19,791 - $20,466	185 Added 4.57%	4,230 $450 Million
Q4 2023 May 28, 2025	BUY	$98.28 - $111.36 $400,097 - $453,346	4,071 New	4,071 $450 Million
Q4 2023 Feb 14, 2024	BUY	$98.28 - $111.36 $397,542 - $450,451	4,045 New	4,045 $448 Million

Others Institutions Holding LQD

# of Institutions

1,261

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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Modern Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History