Melfa Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Melfa Wealth Management, LLC

$148 Billion
Q1 2025

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 13,927 shares of LQD stock, worth $1.5 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

13,927

Previous 9,913 40.49%

Holding current value

$1.5 Million

Previous $1.06 Billion 42.92%

% of portfolio

1.02%

Previous 0.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$105.1 - $109.61 $421,871 - $439,974	4,014 Added 40.49%	13,927 $1.51 Billion
Q4 2024 Jan 17, 2025	BUY	$106.56 - $113.11 $356,336 - $378,239	3,344 Added 50.91%	9,913 $1.06 Billion
Q3 2024 Oct 16, 2024	BUY	$106.11 - $113.72 $68,228 - $73,121	643 Added 10.85%	6,569 $742 Million
Q2 2024 Jul 15, 2024	BUY	$104.54 - $108.46 $73,387 - $76,138	702 Added 13.44%	5,926 $635 Million
Q1 2024 Apr 23, 2024	BUY	$106.98 - $110.63 $558,863 - $577,931	5,224 New	5,224 $569 Million

Others Institutions Holding LQD

# of Institutions

1,230

Shares Held

243M

Call Options Held

36.9M

Put Options Held

28.6M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Account

Melfa Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History