Rede Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Rede Wealth, LLC

$260 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$107.41 - $121.51 $212,779 - $240,711	-1,981 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$118.44 - $131.22 $26,293 - $29,130	-222 Reduced 10.08%	1,981 $240,000
Q4 2021 Feb 07, 2022	SELL	$130.98 - $134.88 $10,347 - $10,655	-79 Reduced 3.46%	2,203 $292,000
Q3 2021 Oct 08, 2021	SELL	$133.03 - $136.33 $40,707 - $41,716	-306 Reduced 11.82%	2,282 $304,000
Q2 2021 Jul 22, 2021	BUY	$129.85 - $134.36 $17,010 - $17,601	131 Added 5.33%	2,588 $348,000
Q1 2021 May 12, 2021	BUY	$128.44 - $137.43 $39,302 - $42,053	306 Added 14.23%	2,457 $320,000
Q4 2020 Feb 16, 2021	BUY	$133.73 - $138.48 $287,653 - $297,870	2,151 New	2,151 $299,000

Others Institutions Holding LQD

# of Institutions

1,186

Shares Held

246M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.39 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.05 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.48 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.47 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.13 Billion
2.45% of portfolio

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