Fonville Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Fonville Wealth Management LLC holds 5,576 shares of LQD stock, worth $602,096. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,576
Previous 5,569 0.13%
Holding current value
$602,096
Previous $595 Million 1.52%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$105.1 - $109.61 $735 - $767
7 Added 0.13%
5,576 $604 Million
Q4 2024

Jan 28, 2025
BUY
$106.56 - $113.11 $1,065 - $1,131
10 Added 0.18%
5,569 $595 Million
Q3 2024

Oct 28, 2024
BUY
$106.11 - $113.72 $742 - $796
7 Added 0.13%
5,559 $628 Million
Q2 2024

Jul 30, 2024
BUY
$104.54 - $108.46 $6,795 - $7,049
65 Added 1.18%
5,552 $595 Million
Q1 2024

Apr 26, 2024
BUY
$106.98 - $110.63 $21,823 - $22,568
204 Added 3.86%
5,487 $598 Million
Q4 2023

Jan 31, 2024
BUY
$98.28 - $111.36 $519,213 - $588,314
5,283 New
5,283 $585 Million

Others Institutions Holding LQD

# of Institutions
1,227
Shares Held
250M
Call Options Held
36.9M
Put Options Held
28.6M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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