Simplicity Wealth,Llc Ishares Iboxx $ Investment Gra Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,712 shares of LQD stock, worth $1.29 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,712

Previous 14,165 17.32%

Holding current value

$1.29 Million

Previous $1.55 Million 15.91%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$107.66 - $112.36 $264,089 - $275,619	-2,453 Reduced 17.32%	11,712 $1.31 Million
Q2 2025 Jul 22, 2025	BUY	$105.23 - $109.61 $486,899 - $507,165	4,627 Added 48.51%	14,165 $1.55 Million
Q1 2025 Apr 14, 2025	BUY	$105.1 - $109.61 $444,573 - $463,650	4,230 Added 79.69%	9,538 $1.03 Million
Q4 2024 Feb 07, 2025	SELL	$106.56 - $113.11 $505,200 - $536,254	-4,741 Reduced 47.18%	5,308 $567,000
Q3 2024 Oct 09, 2024	SELL	$106.11 - $113.72 $5,411 - $5,799	-51 Reduced 0.5%	10,049 $1.14 Million

Q2 2024 Jul 10, 2024	SELL	$104.54 - $108.46 $1.07 Million - $1.11 Million	-10,251 Reduced 50.37%	10,100 $1.08 Million
Q1 2024 Apr 24, 2024	BUY	$106.98 - $110.63 $591,278 - $611,452	5,527 Added 37.28%	20,351 $2.22 Million
Q4 2023 Jan 29, 2024	BUY	$98.28 - $111.36 $629,188 - $712,926	6,402 Added 76.02%	14,824 $1.64 Million
Q3 2023 Oct 19, 2023	BUY	$102.02 - $108.51 $859,212 - $913,871	8,422 New	8,422 $859,000

Others Institutions Holding LQD

# of Institutions

1,270

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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Simplicity Wealth,Llc Ishares Iboxx $ Investment Gra Transaction History