A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 92,597 shares of LQD stock, worth $10.5 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
92,597
Previous 87,233 6.15%
Holding current value
$10.5 Million
Previous $9.5 Billion 4.4%
% of portfolio
5.96%
Previous 6.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$104.54 - $108.46 $560,752 - $581,779
5,364 Added 6.15%
92,597 $9.92 Billion
Q1 2024

Apr 29, 2024

BUY
$106.98 - $110.63 $559,933 - $579,037
5,234 Added 6.38%
87,233 $9.5 Billion
Q4 2023

Feb 14, 2024

BUY
$98.28 - $111.36 $8.06 Million - $9.13 Million
81,999 New
81,999 $9.07 Billion

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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