Teamwork Financial Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Teamwork Financial Advisors, LLC

$731 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$118.44 - $131.22 $571,709 - $633,398	-4,827 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$130.98 - $134.88 $57,762 - $59,482	441 Added 10.05%	4,827 $640,000
Q3 2021 Oct 13, 2021	SELL	$133.03 - $136.33 $29,532 - $30,265	-222 Reduced 4.82%	4,386 $583,000
Q2 2021 Jul 13, 2021	SELL	$129.85 - $134.36 $278,528 - $288,202	-2,145 Reduced 31.76%	4,608 $619,000
Q1 2021 Apr 12, 2021	SELL	$128.44 - $137.43 $673,796 - $720,957	-5,246 Reduced 43.72%	6,753 $878,000
Q4 2020 Feb 08, 2021	BUY	$133.73 - $138.48 $69,807 - $72,286	522 Added 4.55%	11,999 $1.66 Million
Q3 2020 Oct 15, 2020	SELL	$134.22 - $139.15 $585,064 - $606,554	-4,359 Reduced 27.53%	11,477 $1.55 Million
Q2 2020 Jul 13, 2020	BUY	$121.1 - $134.5 $1.92 Million - $2.13 Million	15,836 New	15,836 $2.13 Million

Others Institutions Holding LQD

# of Institutions

1,190

Shares Held

245M

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

$2.04 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.47 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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