Ownership history in DDFG, Inc · 13 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (LQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 178,654 | +3,464 | +2.0% | 4.31% | $19.7M | $109.41 |
| 2025 Q3 | ADDED | 175,190 | +9,670 | +5.8% | 4.51% | $19.5M | $109.04 |
| 2025 Q2 | REDUCED | 165,520 | -94,798 | -36.4% | 4.56% | $18.1M | $106.02 |
| 2025 Q1 | ADDED | 260,318 | +78,640 | +43.3% | 7.84% | $28.3M | $103.92 |
As of 2025 Q4 — sorted by position size