Monument Capital Management Ishares Iboxx $ Investment Gra Transaction History

Monument Capital Management

$358 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	BUY	$99.2 - $110.03 $4.52 Million - $5.01 Million	45,525 Added 207.62%	67,452 $0
Q3 2022 Nov 07, 2022	BUY	$101.44 - $114.61 $968,244 - $1.09 Million	9,545 Added 77.09%	21,927 $2.25 Million
Q2 2022 Jul 20, 2022	BUY	$107.41 - $121.51 $1.33 Million - $1.5 Million	12,382 New	12,382 $1.36 Million
Q1 2022 Apr 14, 2022	SELL	$118.44 - $131.22 $2.2 Million - $2.43 Million	-18,544 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$130.98 - $134.88 $1.12 Million - $1.16 Million	8,586 Added 86.22%	18,544 $2.46 Million
Q3 2021 Oct 22, 2021	BUY	$133.03 - $136.33 $392,305 - $402,037	2,949 Added 42.07%	9,958 $1.33 Million
Q2 2021 Jul 27, 2021	BUY	$129.85 - $134.36 $910,118 - $941,729	7,009 New	7,009 $942,000

Others Institutions Holding LQD

# of Institutions

1,185

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.42 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.5 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.49 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.15 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Monument Capital Management with notifications on news.