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

Melfa Wealth Management, LLC

$158 Billion
Q2 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 14,236 shares of LQD stock, worth $1.56 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

14,236

Previous 13,927 2.22%

Holding current value

$1.56 Million

Previous $1.51 Billion 3.09%

% of portfolio

0.99%

Previous 1.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$105.23 - $109.61 $32,516 - $33,869	309 Added 2.22%	14,236 $1.56 Billion
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

1,213

Shares Held

261M

Call Options Held

22.8M

Put Options Held

39.1M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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