Personal Cfo Solutions, LLC Ishares Iboxx $ Investment Gra Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,891 shares of LQD stock, worth $309,683. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,891

Holding current value

$309,683

% of portfolio

0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $306,764 - $328,764	2,891 New	2,891 $326,000
Q4 2023 Feb 13, 2024	BUY	$98.28 - $111.36 $379,164 - $429,626	3,858 New	3,858 $426,000
Q2 2023 Aug 10, 2023	SELL	$106.02 - $110.43 $6,149 - $6,404	-58 Reduced 0.72%	7,966 $861,000
Q1 2023 May 09, 2023	BUY	$104.89 - $111.81 $9,859 - $10,510	94 Added 1.19%	8,024 $879,000
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $786,656 - $872,537	7,930 New	7,930 $836,000
Q1 2022 May 02, 2022	SELL	$118.44 - $131.22 $681,740 - $755,302	-5,756 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$130.98 - $134.88 $167,523 - $172,511	1,279 Added 28.57%	5,756 $763,000
Q3 2021 Nov 18, 2021	BUY	$133.03 - $136.33 $115,203 - $118,061	866 Added 23.98%	4,477 $596,000
Q2 2021 Jul 22, 2021	BUY	$129.85 - $134.36 $468,888 - $485,173	3,611 New	3,611 $485,000

Others Institutions Holding LQD

# of Institutions

1,190

Shares Held

246M

Call Options Held

39.2M

Put Options Held

38.5M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Ishares Iboxx $ Investment Gra Transaction History