Wealthgate Family Office, LLC Ishares Iboxx $ Investment Gra Transaction History

Wealthgate Family Office, LLC

$40.6 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$130.98 - $134.88 $14,014 - $14,432	-107 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$133.03 - $136.33 $14,234 - $14,587	107 New	107 $14,000

Others Institutions Holding LQD

# of Institutions

1,139

Shares Held

249M

Call Options Held

38.2M

Put Options Held

39.8M

Bank Of America Corp Charlotte, NC

23.5M
Shares

$2.62 Billion
0.23% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.13 Billion
41.23% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16M
Shares

$1.79 Billion
0.75% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.54 Billion
20.54% of portfolio
Black Rock Inc. New York, NY

13.8M
Shares

$1.53 Billion
0.03% of portfolio

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