ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,817 Value ($000) $421 Avg Close Range
Q3 2025
Shares 4,316 Value ($000) $481 Avg Close Range
Q2 2025
Shares 4,275 Value ($000) $469 Avg Close Range
Q1 2025
Shares 4,326 Value ($000) $470 Avg Close Range
Q4 2024
Shares 4,365 Value ($000) $466 Avg Close Range
Q3 2024
Shares 4,377 Value ($000) $495 Avg Close Range
Q2 2024
Shares 4,678 Value ($000) $501 Avg Close Range
Q1 2024
Shares 4,658 Value ($000) $507 Avg Close Range
Q4 2023
Shares 4,582 Value ($000) $507 Avg Close Range
Q3 2023
Shares 6,719 Value ($000) $685 Avg Close Range
Q2 2023
Shares 6,676 Value ($000) $722 Avg Close Range
Q1 2023
Shares 7,178 Value ($000) $787 Avg Close Range
Q4 2022
Shares 7,843 Value ($000) $827 Avg Close Range
Q2 2022
Shares 7,998 Value ($000) $880 Avg Close Range
Q1 2022
Shares 8,299 Value ($000) $1,004 Avg Close Range
Q4 2021
Shares 8,269 Value ($000) $1,025 Avg Close Range