180 Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

180 Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,736	Closed	-$298K	–	455
2024 Q2	$298K	Buy	+2,736	New	+$292K	0.05%	324
2021 Q1	–	Sell	-2,080	Closed	-$284K	–	355
2020 Q4	$284K	Sell	2,080 -518	-20%	-$70.5K	0.08%	238
2020 Q3	$350K	Buy	+2,598	New	+$354K	0.13%	160
2019 Q3	–	Sell	-1,819	Closed	-$227K	–	264
2019 Q2	$227K	Sell	1,819 -671	-27%	-$80.6K	0.1%	222
2019 Q1	$296K	Sell	2,490 -852	-25%	-$98.7K	0.13%	191
2018 Q4	$384K	Hold	3,342	–	–	0.18%	160
2018 Q3	$384K	Buy	3,342 +98	+3%	+$11.3K	0.18%	160
2018 Q2	$372K	Sell	3,244 -210	-6%	-$24.2K	0.18%	151
2018 Q1	$406K	Buy	3,454 +324	+10%	+$38.3K	0.21%	131
2017 Q4	$380K	Buy	+3,130	New	+$379K	0.19%	138

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

180 Wealth Advisors's LQD Position: Q3 2024 in Review

180 Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,736 shares — an estimated $298K sold.

180 Wealth Advisors first reported a position in LQD in Q4 2017 and held it in 10 quarters. The position peaked at $406K in Q1 2018. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

180 Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
180 Wealth Advisors sold 2,736 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $298K.
180 Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
180 Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $406K in Q1 2018.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on 180 Wealth Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.