A detailed history of Peak Financial Management, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Peak Financial Management, Inc. holds 5,550 shares of LQD stock, worth $592,684. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,550
Previous 5,585 0.63%
Holding current value
$592,684
Previous $618,000 2.27%
% of portfolio
0.2%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$106.98 - $110.63 $3,744 - $3,872
-35 Reduced 0.63%
5,550 $604,000
Q4 2023

Jan 18, 2024

BUY
$98.28 - $111.36 $548,893 - $621,945
5,585 New
5,585 $618,000

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


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