Lakeridge Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

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 70,826 shares of LQD stock, worth $7.81 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

70,826

Previous 119,090 40.53%

Holding current value

$7.81 Million

Previous $13.1 Billion 39.52%

% of portfolio

3.51%

Previous 6.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$107.66 - $112.36 $5.2 Million - $5.42 Million	-48,264 Reduced 40.53%	70,826 $7.89 Billion
Q2 2025 Aug 07, 2025	BUY	$105.23 - $109.61 $638,219 - $664,784	6,065 Added 5.37%	119,090 $13.1 Billion
Q1 2025 Apr 16, 2025	BUY	$105.1 - $109.61 $674,006 - $702,928	6,413 Added 6.02%	113,025 $12.3 Billion
Q4 2024 Jan 30, 2025	BUY	$106.56 - $113.11 $753,698 - $800,027	7,073 Added 7.11%	106,612 $11.4 Billion
Q3 2024 Oct 07, 2024	BUY	$106.11 - $113.72 $736,615 - $789,444	6,942 Added 7.5%	99,539 $11.2 Billion

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

# of Institutions

1,262

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Lakeridge Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History