Mascoma Wealth Management LLC Ishares Iboxx $ Investment Gra Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 420 shares of LQD stock, worth $47,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares
420
Previous 420 -0.0%
Holding current value
$47,178
Previous $46,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 05, 2024
BUY
$106.11 - $113.72 $44,566 - $47,762
420 New
420 $47,000
Q3 2022

Oct 18, 2022
SELL
$101.44 - $114.61 $87,441 - $98,793
-862 Reduced 99.08%
8 $1,000
Q2 2022

Jul 14, 2022
BUY
$107.41 - $121.51 $63,908 - $72,298
595 Added 216.36%
870 $96,000
Q1 2022

Apr 25, 2022
SELL
$118.44 - $131.22 $117,374 - $130,039
-991 Reduced 78.28%
275 $33,000
Q4 2021

Jan 21, 2022
SELL
$130.98 - $134.88 $11,788 - $12,139
-90 Reduced 6.64%
1,266 $167,000
Q3 2021

Oct 06, 2021
BUY
$133.03 - $136.33 $180,388 - $184,863
1,356 New
1,356 $180,000
Q2 2021

Jul 06, 2021
SELL
$129.85 - $134.36 $111,800 - $115,683
-861 Closed
0 $0
Q1 2021

Apr 26, 2021
SELL
$128.44 - $137.43 $3.63 Million - $3.88 Million
-28,233 Reduced 97.04%
861 $111,000
Q4 2020

Jan 26, 2021
BUY
$133.73 - $138.48 $3.89 Million - $4.03 Million
29,094 New
29,094 $4.02 Million
Q2 2018

Aug 13, 2018
SELL
$113.81 - $117.24 $59,750 - $61,551
-525 Closed
0 $0
Q3 2017

Nov 07, 2017
BUY
$120.62 - $121.61 $63,325 - $63,845
525
525 $64,000

Others Institutions Holding LQD

# of Institutions
1,261
Shares Held
276M
Call Options Held
16.2M
Put Options Held
47.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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