Resurgent Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Resurgent Financial Advisors LLC

$189 Million
Q3 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 3,530 shares of LQD stock, worth $389,182. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,530

Previous 3,469 1.76%

Holding current value

$389,182

Previous $380,000 3.42%

% of portfolio

0.21%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$107.66 - $112.36 $6,567 - $6,853	61 Added 1.76%	3,530 $393,000
Q2 2025 Aug 11, 2025	BUY	$105.23 - $109.61 $12,838 - $13,372	122 Added 3.65%	3,469 $380,000
Q1 2025 May 05, 2025	SELL	$105.1 - $109.61 $7,146 - $7,453	-68 Reduced 1.99%	3,347 $363,000
Q4 2024 Feb 13, 2025	SELL	$106.56 - $113.11 $106 - $113	-1 Reduced 0.03%	3,415 $364,000
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $55,919 - $59,930	527 Added 18.24%	3,416 $385,000

Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $1,254 - $1,301	12 Added 0.42%	2,889 $309,000
Q1 2024 May 10, 2024	SELL	$106.98 - $110.63 $151,911 - $157,094	-1,420 Reduced 33.05%	2,877 $313,000
Q4 2023 Feb 09, 2024	BUY	$98.28 - $111.36 $123,243 - $139,645	1,254 Added 41.21%	4,297 $475,000
Q3 2023 Nov 13, 2023	BUY	$102.02 - $108.51 $222,097 - $236,226	2,177 Added 251.39%	3,043 $310,000
Q2 2023 Aug 14, 2023	BUY	$106.02 - $110.43 $12,192 - $12,699	115 Added 15.31%	866 $93,000
Q1 2023 May 15, 2023	SELL	$104.89 - $111.81 $43,004 - $45,842	-410 Reduced 35.31%	751 $82,000
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $115,171 - $127,744	1,161 New	1,161 $122,000

Others Institutions Holding LQD

# of Institutions

1,280

Shares Held

282M

Call Options Held

32.1M

Put Options Held

61.9M

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About ISHARES IBOXX $ INVESTMENT GRA

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Resurgent Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History