A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,313 shares of LQD stock, worth $802,967. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,313
Previous 7,106 2.91%
Holding current value
$802,967
Previous $761,000 8.54%
% of portfolio
0.32%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$106.11 - $113.72 $21,964 - $23,540
207 Added 2.91%
7,313 $826,000
Q2 2024

Jul 25, 2024

SELL
$104.54 - $108.46 $243,787 - $252,928
-2,332 Reduced 24.71%
7,106 $761,000
Q1 2024

Apr 19, 2024

BUY
$106.98 - $110.63 $456,590 - $472,168
4,268 Added 82.55%
9,438 $1.03 Million
Q4 2023

Jan 23, 2024

BUY
$98.28 - $111.36 $97,886 - $110,914
996 Added 23.86%
5,170 $572,000
Q3 2023

Oct 31, 2023

BUY
$102.02 - $108.51 $29,279 - $31,142
287 Added 7.38%
4,174 $425,000
Q2 2023

Jul 21, 2023

SELL
$106.02 - $110.43 $424 - $441
-4 Reduced 0.1%
3,887 $420,000
Q4 2022

Feb 09, 2023

SELL
$99.2 - $110.03 $396 - $440
-4 Reduced 0.1%
3,891 $410,000
Q3 2022

Nov 14, 2022

BUY
$101.44 - $114.61 $811 - $916
8 Added 0.21%
3,895 $399,000
Q1 2022

May 06, 2022

SELL
$118.44 - $131.22 $53,653 - $59,442
-453 Reduced 10.44%
3,887 $470,000
Q3 2021

Nov 09, 2021

BUY
$133.03 - $136.33 $5,188 - $5,316
39 Added 0.91%
4,340 $577,000
Q2 2021

Aug 12, 2021

BUY
$129.85 - $134.36 $558,484 - $577,882
4,301 New
4,301 $578,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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