Stonebridge Financial Planning Group, LLC Ishares Iboxx $ Investment Gra Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 12,153 shares of LQD stock, worth $1.34 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
12,153
Previous 11,468 5.97%
Holding current value
$1.34 Million
Previous $1.26 Million 7.72%
% of portfolio
0.53%
Previous 0.55%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$107.66 - $112.36 $73,747 - $76,966
685 Added 5.97%
12,153 $1.35 Million
Q2 2025

Aug 05, 2025
BUY
$105.23 - $109.61 $25,781 - $26,854
245 Added 2.18%
11,468 $1.26 Million
Q1 2025

May 08, 2025
SELL
$105.1 - $109.61 $26,169 - $27,292
-249 Reduced 2.17%
11,223 $1.22 Million
Q4 2024

Feb 18, 2025
SELL
$106.56 - $113.11 $92,280 - $97,953
-866 Reduced 7.02%
11,472 $1.23 Million
Q3 2024

Nov 08, 2024
SELL
$106.11 - $113.72 $23,450 - $25,132
-221 Reduced 1.76%
12,338 $1.39 Million
Q2 2024

Aug 07, 2024
SELL
$104.54 - $108.46 $96,072 - $99,674
-919 Reduced 6.82%
12,559 $1.35 Million
Q1 2024

May 13, 2024
BUY
$106.98 - $110.63 $129,766 - $134,194
1,213 Added 9.89%
13,478 $1.47 Million
Q4 2023

Feb 05, 2024
SELL
$98.28 - $111.36 $728,549 - $825,511
-7,413 Reduced 37.67%
12,265 $1.36 Million
Q3 2023

Nov 07, 2023
SELL
$102.02 - $108.51 $307,794 - $327,374
-3,017 Reduced 13.29%
19,678 $2.01 Million
Q2 2023

Aug 11, 2023
SELL
$106.02 - $110.43 $582,049 - $606,260
-5,490 Reduced 19.48%
22,695 $2.45 Million
Q1 2023

May 03, 2023
BUY
$104.89 - $111.81 $1.53 Million - $1.63 Million
14,559 Added 106.85%
28,185 $3.09 Million
Q4 2022

Jan 18, 2023
BUY
$99.2 - $110.03 $20,435 - $22,666
206 Added 1.54%
13,626 $0
Q3 2022

Oct 31, 2022
BUY
$101.44 - $114.61 $1.36 Million - $1.54 Million
13,420 New
13,420 $1.38 Million
Q1 2022

May 10, 2022
SELL
$118.44 - $131.22 $25,464 - $28,212
-215 Closed
0 $0
Q2 2021

Jul 28, 2021
BUY
$129.85 - $134.36 $18,179 - $18,810
140 Added 186.67%
215 $29,000
Q4 2020

Jan 27, 2021
SELL
$133.73 - $138.48 $26,745 - $27,695
-200 Reduced 72.73%
75 $10,000
Q3 2020

Oct 26, 2020
SELL
$134.22 - $139.15 $20,133 - $20,872
-150 Reduced 35.29%
275 $37,000
Q2 2020

Jul 24, 2020
BUY
$121.1 - $134.5 $51,467 - $57,162
425 New
425 $57,000

Others Institutions Holding LQD

# of Institutions
1,261
Shares Held
279M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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