4J Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

4J Wealth Management’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 Q4	–	Sell	-5,653	Closed	-$639K	–	87
2024 Q3	$639K	Buy	+5,653	New	+$625K	0.49%	38
2024 Q1	–	Sell	-12,692	Closed	-$1.4M	–	89
2023 Q4	$1.4M	Buy	+12,692	New	+$1.32M	1.28%	20
2021 Q2	–	Sell	-18,981	Closed	-$2.47M	–	78
2021 Q1	$2.47M	Sell	18,981 -290	-2%	-$38.6K	2.3%	11
2020 Q4	$2.66M	Buy	+19,271	New	+$2.62M	2.56%	8

Other funds holding LQD

MYLI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AIMU

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

4J Wealth Management's LQD Position: Q4 2024 in Review

4J Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 5,653 shares — an estimated $639K sold.

4J Wealth Management first reported a position in LQD in Q4 2020 and held it in 4 quarters. The position peaked at $2.66M in Q4 2020. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

4J Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
4J Wealth Management sold 5,653 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $639K.
4J Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
4J Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.66M in Q4 2020.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on 4J Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.