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

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	SELL	$104.89 - $111.81 $19,404 - $20,684	-185 Reduced 27.01%	500 $54,000
Q4 2022 Feb 08, 2023	BUY	$99.2 - $110.03 $18,352 - $20,355	185 Added 37.0%	685 $72,000
Q2 2022 Aug 03, 2022	SELL	$107.41 - $121.51 $21,482 - $24,302	-200 Reduced 28.57%	500 $55,000
Q4 2021 Feb 14, 2022	SELL	$130.98 - $134.88 $22,397 - $23,064	-171 Reduced 19.63%	700 $93,000
Q3 2021 Nov 04, 2021	SELL	$133.03 - $136.33 $32,459 - $33,264	-244 Reduced 21.88%	871 $116,000
Q2 2021 Aug 04, 2021	SELL	$129.85 - $134.36 $114,397 - $118,371	-881 Reduced 44.14%	1,115 $150,000
Q3 2020 Feb 11, 2021	BUY	$134.22 - $139.15 $118,247 - $122,591	881 Added 79.01%	1,996 $269,000
Q2 2020 Feb 11, 2021	BUY	$121.1 - $134.5 $27,853 - $30,935	230 Added 25.99%	1,115 $150,000
Q1 2020 Feb 11, 2021	BUY	$105.05 - $134.27 $44,121 - $56,393	420 Added 90.32%	885 $110,000
Q4 2019 Feb 11, 2021	BUY	$125.71 - $128.49 $58,455 - $59,747	465 New	465 $60,000

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

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% 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

$1.15 Billion
2.45% of portfolio

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