Finer Wealth Management, Inc. Ishares Iboxx $ Investment Gra Transaction History

Finer Wealth Management, Inc.

$182 Million
Q2 2025

A detailed history of Finer Wealth Management, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 5,763 shares of LQD stock, worth $645,513. This represents 0.35% of its overall portfolio holdings.

Number of Shares

5,763

Previous 5,881 2.01%

Holding current value

$645,513

Previous $639,000 1.25%

% of portfolio

0.35%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$105.23 - $109.61 $12,417 - $12,933	-118 Reduced 2.01%	5,763 $631,000
Q1 2025 May 12, 2025	BUY	$105.1 - $109.61 $840 - $876	8 Added 0.14%	5,881 $639,000
Q4 2024 Feb 13, 2025	BUY	$106.56 - $113.11 $625,826 - $664,295	5,873 New	5,873 $627,000
Q2 2024 Aug 13, 2024	BUY	$104.54 - $108.46 $658,079 - $682,755	6,295 New	6,295 $674,000
Q4 2023 Feb 13, 2024	SELL	$98.28 - $111.36 $17,985 - $20,378	-183 Reduced 8.07%	2,085 $230,000
Q3 2023 Nov 14, 2023	SELL	$102.02 - $108.51 $54,274 - $57,727	-532 Reduced 19.0%	2,268 $231,000
Q2 2023 Aug 14, 2023	SELL	$106.02 - $110.43 $52,267 - $54,441	-493 Reduced 14.97%	2,800 $302,000
Q1 2023 May 09, 2023	SELL	$104.89 - $111.81 $143,174 - $152,620	-1,365 Reduced 29.3%	3,293 $360,000
Q4 2022 Feb 13, 2023	SELL	$99.2 - $110.03 $691,225 - $766,689	-6,968 Reduced 59.93%	4,658 $491,000
Q3 2022 Nov 10, 2022	SELL	$101.44 - $114.61 $156,724 - $177,072	-1,545 Reduced 11.73%	11,626 $1.19 Million
Q2 2022 Aug 10, 2022	SELL	$107.41 - $121.51 $252,306 - $285,426	-2,349 Reduced 15.14%	13,171 $1.45 Million
Q1 2022 Jun 06, 2022	BUY	$118.44 - $131.22 $234,392 - $259,684	1,979 Added 14.61%	15,520 $1.88 Million
Q4 2021 Jun 01, 2022	BUY	$130.98 - $134.88 $1.77 Million - $1.83 Million	13,541 New	13,541 $1.79 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

Ticker LQD
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Finer Wealth Management, Inc. Ishares Iboxx $ Investment Gra Transaction History