Bedel Financial Consulting, Inc. Ishares Iboxx $ Investment Gra Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$107.41 - $121.51 $14,392 - $16,282	-134 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$130.98 - $134.88 $130 - $134	1 Added 0.75%	134 $18,000
Q2 2021 Aug 03, 2021	BUY	$129.85 - $134.36 $129 - $134	1 Added 0.76%	133 $18,000
Q4 2020 Feb 02, 2021	SELL	$133.73 - $138.48 $2,273 - $2,354	-17 Reduced 11.41%	132 $18,000
Q3 2020 Oct 20, 2020	BUY	$134.22 - $139.15 $134 - $139	1 Added 0.68%	149 $20,000
Q1 2020 May 06, 2020	BUY	$105.05 - $134.27 $6,618 - $8,459	63 Added 74.12%	148 $18,000
Q3 2018 Nov 01, 2018	SELL	$114.24 - $116.27 $628,662 - $639,833	-5,503 Reduced 98.48%	85 $9,000
Q2 2018 Jul 18, 2018	SELL	$113.81 - $117.24 $25,948 - $26,730	-228 Reduced 3.92%	5,588 $640,000
Q1 2018 May 03, 2018	BUY	$115.72 - $120.97 $673,027 - $703,561	5,816 New	5,816 $683,000

Others Institutions Holding LQD

# of Institutions

1,185

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.49 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.15 Billion
2.45% of portfolio

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