Bradley & Co. Private Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$104.54 - $108.46 $0 - $0	0 New	0 $0
Q1 2024 Apr 26, 2024	BUY	$106.98 - $110.63 $0 - $0	0 New	0 $0
Q4 2023 Feb 02, 2024	BUY	$98.28 - $111.36 $0 - $0	0 New	0 $0
Q3 2023 Oct 26, 2023	BUY	$102.02 - $108.51 $0 - $0	0 New	0 $0
Q2 2023 Jul 24, 2023	BUY	$106.02 - $110.43 $0 - $0	0 New	0 $0
Q1 2023 May 08, 2023	BUY	$104.89 - $111.81 $0 - $0	0 New	0 $0
Q4 2022 Feb 13, 2023	SELL	$99.2 - $110.03 $42,953 - $47,642	-433 Closed	0 $0
Q2 2022 Jul 25, 2022	SELL	$107.41 - $121.51 $7,840 - $8,870	-73 Reduced 14.43%	433 $48,000
Q1 2021 May 12, 2021	BUY	$128.44 - $137.43 $64,990 - $69,539	506 New	506 $65,000

Others Institutions Holding LQD

# of Institutions

1,183

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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