A detailed history of Milestone Advisory Partners transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Milestone Advisory Partners holds 6,385 shares of LQD stock, worth $683,067. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,385
Previous 6,385 -0.0%
Holding current value
$683,067
Previous $690,000 5.65%
% of portfolio
0.54%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 09, 2021

BUY
$133.03 - $136.33 $299,051 - $306,469
2,248 Added 54.34%
6,385 $849,000
Q2 2021

Aug 13, 2021

SELL
$129.85 - $134.36 $41,422 - $42,860
-319 Reduced 7.16%
4,137 $556,000
Q1 2020

Jul 31, 2020

SELL
$105.05 - $134.27 $420,200 - $537,080
-4,000 Reduced 47.3%
4,456 $550,000
Q4 2019

Jul 31, 2020

BUY
$125.71 - $128.49 $51,541 - $52,680
410 Added 5.1%
8,456 $1.08 Million
Q2 2019

Aug 04, 2020

BUY
$118.17 - $124.37 $198,525 - $208,941
1,680 Added 26.39%
8,046 $1 Million
Q4 2017

Aug 04, 2020

BUY
$119.89 - $121.79 $763,219 - $775,315
6,366
6,366 $774,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Milestone Advisory Partners Portfolio

Follow Milestone Advisory Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.