A detailed history of Montag A & Associates Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Montag A & Associates Inc holds 275 shares of LQD stock, worth $29,988. This represents 0.0% of its overall portfolio holdings.

Number of Shares
275
Previous 275 -0.0%
Holding current value
$29,988
Previous $29,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023

SELL
$102.02 - $108.51 $1,122 - $1,193
-11 Reduced 3.85%
275 $28,000
Q1 2021

May 14, 2021

BUY
$128.44 - $137.43 $1,412 - $1,511
11 Added 4.0%
286 $37,000
Q4 2020

Feb 12, 2021

BUY
$133.73 - $138.48 $36,775 - $38,082
275 New
275 $38,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
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