Moneco Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Moneco Advisors, LLC

$667 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	$130.98 - $134.88 $301,515 - $310,493	-2,302 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$133.03 - $136.33 $20,220 - $20,722	152 Added 7.07%	2,302 $306,000
Q2 2021 Aug 10, 2021	SELL	$129.85 - $134.36 $145,172 - $150,214	-1,118 Reduced 34.21%	2,150 $289,000
Q1 2021 May 17, 2021	SELL	$128.44 - $137.43 $17,082 - $18,278	-133 Reduced 3.91%	3,268 $425,000
Q4 2020 Jan 22, 2021	SELL	$133.73 - $138.48 $12,838 - $13,294	-96 Reduced 2.75%	3,401 $464,000
Q3 2020 Oct 20, 2020	BUY	$134.22 - $139.15 $63,217 - $65,539	471 Added 15.57%	3,497 $471,000
Q2 2020 Jul 31, 2020	BUY	$121.1 - $134.5 $1,332 - $1,479	11 Added 0.36%	3,026 $407,000
Q1 2020 May 11, 2020	BUY	$105.05 - $134.27 $316,725 - $404,824	3,015 New	3,015 $372,000

Others Institutions Holding LQD

# of Institutions

1,139

Shares Held

248M

Call Options Held

38.2M

Put Options Held

39.8M

Bank Of America Corp Charlotte, NC

23.5M
Shares

$2.65 Billion
0.23% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.16 Billion
41.23% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16M
Shares

$1.81 Billion
0.75% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.56 Billion
20.54% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.55 Billion
0.03% of portfolio

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