Destiny Wealth Partners, LLC Ishares Iboxx $ Investment Gra Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 09, 2024	SELL	$106.98 - $110.63 $113,291 - $117,157	-1,059 Reduced 32.57%	2,192 $238,000
Q4 2023 Jan 19, 2024	SELL	$98.28 - $111.36 $16.6 Million - $18.8 Million	-168,794 Reduced 98.11%	3,251 $359,000
Q3 2023 Oct 10, 2023	BUY	$102.02 - $108.51 $557,539 - $593,007	5,465 Added 3.28%	172,045 $17.6 Million
Q2 2023 Jul 26, 2023	BUY	$106.02 - $110.43 $1.03 Million - $1.08 Million	9,742 Added 6.21%	166,580 $18 Million
Q1 2023 Apr 26, 2023	BUY	$104.89 - $111.81 $16.4 Million - $17.5 Million	156,288 Added 28416.0%	156,838 $17.2 Million
Q4 2022 Jan 26, 2023	BUY	$99.2 - $110.03 $54,560 - $60,516	550 New	550 $0
Q2 2022 Jul 15, 2022	SELL	$107.41 - $121.51 $65,520 - $74,121	-610 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$118.44 - $131.22 $221,127 - $244,987	-1,867 Reduced 75.37%	610 $74,000
Q4 2021 Jan 20, 2022	SELL	$130.98 - $134.88 $52,653 - $54,221	-402 Reduced 13.96%	2,477 $328,000
Q3 2021 Oct 28, 2021	SELL	$133.03 - $136.33 $91,125 - $93,386	-685 Reduced 19.22%	2,879 $383,000
Q2 2021 Jul 27, 2021	SELL	$129.85 - $134.36 $76,221 - $78,869	-587 Reduced 14.14%	3,564 $479,000
Q1 2021 Apr 22, 2021	SELL	$128.44 - $137.43 $28.8 Million - $30.9 Million	-224,552 Reduced 98.18%	4,151 $540,000
Q4 2020 Feb 05, 2021	BUY	$133.73 - $138.48 $30.6 Million - $31.7 Million	228,703 New	228,703 $31.6 Million

Others Institutions Holding LQD

# of Institutions

1,189

Shares Held

239M

Call Options Held

39.2M

Put Options Held

38.5M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.41 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.06 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.49 Billion
25.26% 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

$1.14 Billion
2.45% of portfolio

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