Smallwood Wealth Investment Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Smallwood Wealth Investment Management, LLC

$152 Million
Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 4,753 shares of LQD stock, worth $513,228. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,753

Previous 4,753 -0.0%

Holding current value

$513,228

Previous $507,000 1.78%

% of portfolio

0.34%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$106.56 - $113.11 $16,836 - $17,871	-158 Reduced 3.22%	4,753 $507,000
Q3 2024 Oct 16, 2024	SELL	$106.11 - $113.72 $848 - $909	-8 Reduced 0.16%	4,911 $554,000
Q2 2024 Jul 26, 2024	SELL	$104.54 - $108.46 $345,400 - $358,351	-3,304 Reduced 40.18%	4,919 $526,000
Q4 2023 Jan 23, 2024	SELL	$98.28 - $111.36 $52,284 - $59,243	-532 Reduced 6.08%	8,223 $909,000
Q4 2022 Feb 14, 2023	SELL	$99.2 - $110.03 $23,907 - $26,517	-241 Reduced 2.68%	8,755 $923,000
Q3 2022 Nov 14, 2022	BUY	$101.44 - $114.61 $912,554 - $1.03 Million	8,996 New	8,996 $922,000

Others Institutions Holding LQD

# of Institutions

1,213

Shares Held

261M

Call Options Held

23.9M

Put Options Held

39.4M

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 Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Account

Smallwood Wealth Investment Management, LLC Ishares Iboxx $ Investment Gra Transaction History