True Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 23, 2021	SELL	$129.85 - $134.36 $398,120 - $411,947	-3,066 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$128.44 - $137.43 $393,797 - $421,360	3,066 New	3,066 $398,000

Others Institutions Holding LQD

# of Institutions

1,185

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

Bank Of America Corp Charlotte, NC

22.3M
Shares

$2.45 Billion
0.21% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.09 Billion
40.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.51 Billion
20.62% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.51 Billion
0.03% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$1.16 Billion
2.45% of portfolio

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.