Personal Cfo Solutions, LLC Ishares Iboxx $ Investment Gra Transaction History

Personal Cfo Solutions, LLC

$557 Million
Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,289 shares of LQD stock, worth $362,612. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,289

Previous 3,157 4.18%

Holding current value

$362,612

Previous $343,000 6.71%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$107.66 - $112.36 $14,211 - $14,831	132 Added 4.18%	3,289 $366,000
Q1 2025 Apr 30, 2025	BUY	$105.1 - $109.61 $29,217 - $30,471	278 Added 9.66%	3,157 $343,000
Q4 2024 Feb 07, 2025	SELL	$106.56 - $113.11 $1,278 - $1,357	-12 Reduced 0.42%	2,879 $307,000
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $306,764 - $328,764	2,891 New	2,891 $326,000
Q4 2023 Feb 13, 2024	BUY	$98.28 - $111.36 $379,164 - $429,626	3,858 New	3,858 $426,000

Q2 2023 Aug 10, 2023	SELL	$106.02 - $110.43 $6,149 - $6,404	-58 Reduced 0.72%	7,966 $861,000
Q1 2023 May 09, 2023	BUY	$104.89 - $111.81 $9,859 - $10,510	94 Added 1.19%	8,024 $879,000
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $786,656 - $872,537	7,930 New	7,930 $836,000
Q1 2022 May 02, 2022	SELL	$118.44 - $131.22 $681,740 - $755,302	-5,756 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$130.98 - $134.88 $167,523 - $172,511	1,279 Added 28.57%	5,756 $763,000
Q3 2021 Nov 18, 2021	BUY	$133.03 - $136.33 $115,203 - $118,061	866 Added 23.98%	4,477 $596,000
Q2 2021 Jul 22, 2021	BUY	$129.85 - $134.36 $468,888 - $485,173	3,611 New	3,611 $485,000

Others Institutions Holding LQD

# of Institutions

1,262

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

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About ISHARES IBOXX $ INVESTMENT GRA

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Personal Cfo Solutions, LLC Ishares Iboxx $ Investment Gra Transaction History