White Lighthouse Investment Management Inc. Ishares Iboxx $ Investment Gra Transaction History

White Lighthouse Investment Management Inc.

$492 Million
Q1 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 23, 2020	SELL	$121.1 - $134.5 $332,177 - $368,933	-2,743 Closed	0 $0
Q1 2020 Apr 07, 2020	SELL	$105.05 - $134.27 $198,544 - $253,770	-1,890 Reduced 40.79%	2,743 $339,000
Q4 2019 Jan 24, 2020	SELL	$125.71 - $128.49 $633,704 - $647,718	-5,041 Reduced 52.11%	4,633 $593,000
Q3 2019 Nov 13, 2019	SELL	$122.95 - $129.1 $216,637 - $227,474	-1,762 Reduced 15.41%	9,674 $1.23 Million
Q2 2019 Jul 31, 2019	SELL	$118.17 - $124.37 $48,804 - $51,364	-413 Reduced 3.49%	11,436 $1.42 Million

Q1 2019 May 08, 2019	SELL	$113.15 - $119.15 $113,489 - $119,507	-1,003 Reduced 7.8%	11,849 $1.41 Million
Q4 2018 Jan 23, 2019	SELL	$111.35 - $114.52 $119,701 - $123,109	-1,075 Reduced 7.72%	12,852 $1.45 Million
Q3 2018 Oct 24, 2018	SELL	$114.24 - $116.27 $40,555 - $41,275	-355 Reduced 2.49%	13,927 $1.6 Million
Q2 2018 Aug 09, 2018	SELL	$113.81 - $117.24 $214,987 - $221,466	-1,889 Reduced 11.68%	14,282 $1.64 Million
Q1 2018 Apr 12, 2018	SELL	$115.72 - $120.97 $52,421 - $54,799	-453 Reduced 2.72%	16,171 $1.9 Million
Q4 2017 Jan 10, 2018	BUY	$119.89 - $121.79 $1.99 Million - $2.02 Million	16,624	16,624 $2.02 Million

Others Institutions Holding LQD

# of Institutions

1,175

Shares Held

274M

Call Options Held

38.8M

Put Options Held

37.9M

Bank Of America Corp Charlotte, NC

21.1M
Shares

$2.28 Billion
0.22% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

19.1M
Shares

$2.07 Billion
44.21% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

15.8M
Shares

$1.71 Billion
0.81% of portfolio
Nyl Investors LLC New York, NY

14.4M
Shares

$1.56 Billion
57.5% of portfolio
Japan Science & Technology Agency Tokyo, M0

13.8M
Shares

$1.49 Billion
18.68% of portfolio

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account