Planned Solutions, Inc. Ishares Iboxx $ Investment Gra Transaction History

Planned Solutions, Inc.

$260 Million
Q3 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Planned Solutions, Inc. holds 3,942 shares of LQD stock, worth $442,804. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,942

Previous 3,942 -0.0%

Holding current value

$442,804

Previous $432,000 1.62%

% of portfolio

0.17%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$98.28 - $111.36 $39,115 - $44,321	-398 Reduced 9.17%	3,942 $436,000
Q3 2023 Feb 06, 2024	BUY	$102.02 - $108.51 $40,603 - $43,186	398 Added 10.1%	4,340 $442,000
Q4 2021 Feb 03, 2022	BUY	$130.98 - $134.88 $69,419 - $71,486	530 Added 13.91%	4,340 $575,000
Q1 2021 Apr 29, 2021	SELL	$128.44 - $137.43 $104,550 - $111,868	-814 Reduced 17.6%	3,810 $495,000
Q4 2020 Jan 29, 2021	BUY	$133.73 - $138.48 $614,890 - $636,731	4,598 Added 17684.62%	4,624 $639,000
Q3 2020 Nov 06, 2020	BUY	$134.22 - $139.15 $3,489 - $3,617	26 New	26 $4,000

Others Institutions Holding LQD

# of Institutions

1,255

Shares Held

276M

Call Options Held

16.2M

Put Options Held

47.7M

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 Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

Planned Solutions, Inc. Ishares Iboxx $ Investment Gra Transaction History