Carolina Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Carolina Wealth Advisors, LLC

$189 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	$105.05 - $134.27 $36,767 - $46,994	-350 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$125.71 - $128.49 $43,998 - $44,971	350 New	350 $45,000

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

$2.47 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.11 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.53 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.52 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.17 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

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