Peak Financial Management, Inc. Ishares Iboxx $ Investment Gra Transaction History

Peak Financial Management, Inc.

$361 Million
Q4 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Peak Financial Management, Inc. holds 3,255 shares of LQD stock, worth $358,863. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,255

Previous 3,774 13.75%

Holding current value

$358,863

Previous $420,000 14.76%

% of portfolio

0.1%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	SELL	$110.25 - $112.92 $57,219 - $58,605	-519 Reduced 13.75%	3,255 $358,000
Q3 2025 Oct 09, 2025	SELL	$107.66 - $112.36 $3,983 - $4,157	-37 Reduced 0.97%	3,774 $420,000
Q2 2025 Jul 23, 2025	BUY	$105.23 - $109.61 $315 - $328	3 Added 0.08%	3,811 $417,000
Q1 2025 May 12, 2025	BUY	$105.1 - $109.61 $7,357 - $7,672	70 Added 1.87%	3,808 $413,000
Q4 2024 Jan 21, 2025	BUY	$106.56 - $113.11 $6,819 - $7,239	64 Added 1.74%	3,738 $399,000

Q3 2024 Oct 15, 2024	BUY	$106.11 - $113.72 $318 - $341	3 Added 0.08%	3,674 $415,000
Q2 2024 Jul 22, 2024	SELL	$104.54 - $108.46 $196,430 - $203,796	-1,879 Reduced 33.86%	3,671 $393,000
Q1 2024 Apr 22, 2024	SELL	$106.98 - $110.63 $3,744 - $3,872	-35 Reduced 0.63%	5,550 $604,000
Q4 2023 Jan 18, 2024	BUY	$98.28 - $111.36 $548,893 - $621,945	5,585 New	5,585 $618,000

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

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 Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

Peak Financial Management, Inc. Ishares Iboxx $ Investment Gra Transaction History