Diversify Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,752 shares of LQD stock, worth $418,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,752
Previous 3,894 3.65%
Holding current value
$418,535
Previous $422 Million 2.59%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$105.23 - $109.61 $14,942 - $15,564
-142 Reduced 3.65%
3,752 $412 Million
Q1 2025

Apr 30, 2025
BUY
$105.1 - $109.61 $7,251 - $7,563
69 Added 1.8%
3,894 $422 Million
Q4 2024

Jan 16, 2025
SELL
$106.56 - $113.11 $5,221 - $5,542
-49 Reduced 1.26%
3,825 $403 Million
Q3 2024

Oct 25, 2024
SELL
$106.11 - $113.72 $73,428 - $78,694
-692 Reduced 15.16%
3,874 $423 Million
Q2 2024

Aug 08, 2024
BUY
$104.54 - $108.46 $477,329 - $495,228
4,566 New
4,566 $504 Million

Others Institutions Holding LQD

# of Institutions
1,239
Shares Held
277M
Call Options Held
16.2M
Put Options Held
46.5M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email