Nfp Retirement, Inc. Ishares Iboxx $ Investment Gra Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Feb 13, 2025	SELL	$106.02 - $110.43 $652,235 - $679,365	-6,152 Closed	0 $0
Q1 2023 Feb 13, 2025	SELL	$104.89 - $111.81 $123,665 - $131,823	-1,179 Reduced 16.08%	6,152 $674 Million
Q4 2022 Feb 13, 2025	BUY	$99.2 - $110.03 $42,953 - $47,642	433 Added 6.28%	7,331 $773 Million
Q3 2022 Feb 13, 2025	SELL	$101.44 - $114.61 $54,676 - $61,774	-539 Reduced 7.25%	6,898 $707 Million
Q2 2022 Feb 13, 2025	BUY	$107.41 - $121.51 $90,224 - $102,068	840 Added 12.73%	7,437 $818 Million
Q1 2022 Feb 13, 2025	BUY	$118.44 - $131.22 $172,448 - $191,056	1,456 Added 28.32%	6,597 $798 Million
Q4 2021 Feb 13, 2025	BUY	$130.98 - $134.88 $201,316 - $207,310	1,537 Added 42.65%	5,141 $681 Million
Q3 2021 Feb 13, 2025	SELL	$133.03 - $136.33 $41,771 - $42,807	-314 Reduced 8.01%	3,604 $479 Million
Q2 2021 Feb 13, 2025	BUY	$129.85 - $134.36 $175,427 - $181,520	1,351 Added 52.63%	3,918 $526 Million
Q1 2021 Feb 13, 2025	SELL	$128.44 - $137.43 $77,192 - $82,595	-601 Reduced 18.97%	2,567 $334 Million
Q4 2020 Feb 13, 2025	BUY	$133.73 - $138.48 $133,863 - $138,618	1,001 Added 46.19%	3,168 $438 Million
Q3 2020 Feb 13, 2025	BUY	$134.22 - $139.15 $290,854 - $301,538	2,167 New	2,167 $292 Million

Others Institutions Holding LQD

# of Institutions

1,224

Shares Held

235M

Call Options Held

40.2M

Put Options Held

37.7M

Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.06 Billion
40.08% of portfolio
Bank Of America Corp Charlotte, NC

17M
Shares

$1.83 Billion
0.16% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.49 Billion
25.26% 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

10.7M
Shares

$1.16 Billion
2.42% of portfolio

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