Tempus Wealth Planning, LLC Ishares Iboxx $ Investment Gra Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

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 8,088 shares of LQD stock, worth $869,136. This represents 0.29% of its overall portfolio holdings.

Number of Shares

8,088

Previous 7,313 10.6%

Holding current value

$869,136

Previous $826,000 4.6%

% of portfolio

0.29%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$106.56 - $113.11 $82,584 - $87,660	775 Added 10.6%	8,088 $864,000
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

# of Institutions

1,185

Shares Held

240M

Call Options Held

39.2M

Put Options Held

38.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Tempus Wealth Planning, LLC Ishares Iboxx $ Investment Gra Transaction History