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

Planned Solutions, Inc.

$231 Million
Q1 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 $429,638. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,942

Previous 3,942 -0.0%

Holding current value

$429,638

Previous $421,000 1.43%

% of portfolio

0.18%

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

1,211

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.4M

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About ISHARES IBOXX $ INVESTMENT GRA

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