Lantern Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Lantern Wealth Advisors, LLC

$189 Billion
Q3 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 40,113 shares of LQD stock, worth $4.42 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

40,113

Previous 37,582 6.73%

Holding current value

$4.42 Million

Previous $4.12 Billion 8.55%

% of portfolio

2.37%

Previous 2.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 26, 2025	BUY	$107.66 - $112.36 $272,487 - $284,383	2,531 Added 6.73%	40,113 $4.47 Billion
Q2 2025 Aug 14, 2025	BUY	$105.23 - $109.61 $441,334 - $459,704	4,194 Added 12.56%	37,582 $4.12 Billion
Q4 2024 Feb 14, 2025	BUY	$106.56 - $113.11 $283,449 - $300,872	2,660 Added 8.66%	33,388 $3.57 Billion
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $24,405 - $26,155	230 Added 0.75%	30,728 $3.47 Billion
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $43,906 - $45,553	420 Added 1.4%	30,498 $3.27 Billion

Q1 2024 May 14, 2024	SELL	$106.98 - $110.63 $25,140 - $25,998	-235 Reduced 0.78%	30,078 $3.28 Billion
Q4 2023 Feb 14, 2024	BUY	$98.28 - $111.36 $2.98 Million - $3.38 Million	30,313 New	30,313 $3.35 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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Lantern Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History