A detailed history of Keystone Wealth Services, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 13,849 shares of LQD stock, worth $1.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
13,849
Previous 13,763 0.62%
Holding current value
$1.5 Million
Previous $1.47 Million 6.11%
% of portfolio
0.47%
Previous 0.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$106.11 - $113.72 $9,125 - $9,779
86 Added 0.62%
13,849 $1.56 Million
Q2 2024

Jul 12, 2024

BUY
$104.54 - $108.46 $28,853 - $29,934
276 Added 2.05%
13,763 $1.47 Million
Q1 2024

Apr 12, 2024

BUY
$106.98 - $110.63 $66,969 - $69,254
626 Added 4.87%
13,487 $1.47 Million
Q4 2023

Jan 17, 2024

BUY
$98.28 - $111.36 $67,518 - $76,504
687 Added 5.64%
12,861 $1.42 Million
Q3 2023

Oct 05, 2023

BUY
$102.02 - $108.51 $1.24 Million - $1.32 Million
12,174 New
12,174 $1.24 Million
Q3 2022

Oct 31, 2022

BUY
$101.44 - $114.61 $295,494 - $333,858
2,913 New
2,913 $298,000
Q2 2022

Jul 13, 2022

SELL
$107.41 - $121.51 $235,120 - $265,985
-2,189 Closed
0 $0
Q1 2022

Apr 21, 2022

SELL
$118.44 - $131.22 $141,180 - $156,414
-1,192 Reduced 35.26%
2,189 $265,000
Q4 2021

Feb 14, 2022

BUY
$130.98 - $134.88 $442,843 - $456,029
3,381 New
3,381 $448,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, 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 Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.