Moser Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Moser Wealth Advisors, LLC

$189 Million
Q4 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 3,490 shares of LQD stock, worth $376,745. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,490

Previous 3,965 11.98%

Holding current value

$376,745

Previous $447,000 16.78%

% of portfolio

0.2%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$106.56 - $113.11 $50,616 - $53,727	-475 Reduced 11.98%	3,490 $372,000
Q4 2023 Feb 06, 2024	SELL	$98.28 - $111.36 $193,120 - $218,822	-1,965 Reduced 33.14%	3,965 $438,000
Q3 2023 Nov 09, 2023	SELL	$102.02 - $108.51 $35,707 - $37,978	-350 Reduced 5.57%	5,930 $604,000
Q2 2023 Aug 02, 2023	SELL	$106.02 - $110.43 $50,889 - $53,006	-480 Reduced 7.1%	6,280 $679,000
Q4 2022 Jan 12, 2023	SELL	$99.2 - $110.03 $992 - $1,100	-10 Reduced 0.15%	6,760 $713,000
Q3 2022 Nov 03, 2022	SELL	$101.44 - $114.61 $4,057 - $4,584	-40 Reduced 0.59%	6,770 $694,000
Q2 2022 Aug 02, 2022	SELL	$107.41 - $121.51 $18,796 - $21,264	-175 Reduced 2.51%	6,810 $749,000
Q1 2022 Apr 29, 2022	SELL	$118.44 - $131.22 $29,610 - $32,805	-250 Reduced 3.46%	6,985 $845,000
Q4 2021 Jan 19, 2022	SELL	$130.98 - $134.88 $13,097 - $13,488	-100 Reduced 1.36%	7,235 $959,000
Q3 2021 Oct 18, 2021	SELL	$133.03 - $136.33 $86,469 - $88,614	-650 Reduced 8.14%	7,335 $976,000
Q2 2021 Jul 29, 2021	BUY	$129.85 - $134.36 $185,036 - $191,463	1,425 Added 21.72%	7,985 $1.07 Million
Q4 2020 Jan 29, 2021	BUY	$133.73 - $138.48 $46,805 - $48,468	350 Added 5.64%	6,560 $906,000
Q3 2020 Oct 26, 2020	BUY	$134.22 - $139.15 $545,604 - $565,644	4,065 Added 189.51%	6,210 $837,000
Q1 2020 Apr 30, 2020	BUY	$105.05 - $134.27 $48,848 - $62,435	465 Added 27.68%	2,145 $264,000
Q4 2019 Feb 12, 2020	BUY	$125.71 - $128.49 $211,192 - $215,863	1,680 New	1,680 $215,000

Others Institutions Holding LQD

# of Institutions

1,231

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Account

Moser Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History