Uptown Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Uptown Financial Advisors LLC

$121 Billion
Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 13,007 shares of LQD stock, worth $1.46 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

13,007

Previous 13,526 3.84%

Holding current value

$1.46 Million

Previous $1.48 Billion 2.2%

% of portfolio

1.19%

Previous 1.27%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$107.66 - $112.36 $55,875 - $58,314	-519 Reduced 3.84%	13,007 $1.45 Billion
Q2 2025 Jul 10, 2025	SELL	$105.23 - $109.61 $79,448 - $82,755	-755 Reduced 5.29%	13,526 $1.48 Billion
Q1 2025 May 06, 2025	BUY	$105.1 - $109.61 $100,160 - $104,458	953 Added 7.15%	14,281 $1.55 Billion
Q4 2024 Apr 29, 2025	BUY	$106.56 - $113.11 $1.42 Million - $1.51 Million	13,328 New	13,328 $1.42 Billion

Others Institutions Holding LQD

# of Institutions

1,255

Shares Held

276M

Call Options Held

16.2M

Put Options Held

47.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Uptown Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History