Westshore Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History

Westshore Wealth, LLC

$256 Million
Q2 2025

A detailed history of Westshore Wealth, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Westshore Wealth, LLC holds 243,851 shares of LQD stock, worth $26.6 Million. This represents 10.43% of its overall portfolio holdings.

Number of Shares

243,851

Previous 234,535 3.97%

Holding current value

$26.6 Million

Previous $25.5 Million 4.85%

% of portfolio

10.43%

Previous 10.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$105.23 - $109.61 $980,322 - $1.02 Million	9,316 Added 3.97%	243,851 $26.7 Million
Q1 2025 May 15, 2025	BUY	$105.1 - $109.61 $2.13 Million - $2.22 Million	20,225 Added 9.44%	234,535 $25.5 Million
Q4 2024 May 28, 2025	SELL	$106.56 - $113.11 $1.6 Million - $1.7 Million	-15,027 Reduced 6.41%	219,508 $23.5 Million
Q3 2024 Nov 12, 2024	BUY	$106.11 - $113.72 $433,883 - $465,001	4,089 Added 1.95%	214,310 $24.2 Million
Q2 2024 Oct 31, 2024	BUY	$104.54 - $108.46 $1.44 Million - $1.49 Million	13,759 Added 7.0%	210,221 $22.5 Million
Q1 2024 Oct 31, 2024	BUY	$106.98 - $110.63 $1.54 Million - $1.6 Million	14,431 Added 7.93%	196,462 $21.4 Million
Q4 2023 Feb 15, 2024	BUY	$98.28 - $111.36 $973,168 - $1.1 Million	9,902 Added 5.75%	182,031 $20.1 Million
Q3 2023 Feb 15, 2024	BUY	$102.02 - $108.51 $459,192 - $488,403	4,501 Added 2.69%	172,129 $17.6 Million
Q2 2023 Sep 05, 2023	BUY	$106.02 - $110.43 $615,552 - $641,156	5,806 Added 3.59%	167,628 $18.1 Million
Q1 2023 May 12, 2023	BUY	$104.89 - $111.81 $914,640 - $974,983	8,720 Added 5.7%	161,822 $17.7 Million
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $1.19 Million - $1.32 Million	12,001 Added 8.51%	153,102 $16.1 Million
Q3 2022 Nov 02, 2022	BUY	$101.44 - $114.61 $245,992 - $277,929	2,425 Added 1.75%	141,101 $14.5 Million
Q2 2022 Jul 15, 2022	BUY	$107.41 - $121.51 $14.9 Million - $16.9 Million	138,676 New	138,676 $15.3 Million

Others Institutions Holding LQD

# of Institutions

1,213

Shares Held

260M

Call Options Held

23.9M

Put Options Held

39.4M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Westshore Wealth, LLC Ishares Iboxx $ Investment Gra Transaction History