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

Accurate 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
2023 Q2	–	Sell	-3,241	Closed	-$356K	–	280
2023 Q1	$356K	Buy	3,241 +171	+6%	+$18.5K	0.12%	173
2022 Q4	$334K	Sell	3,070 -664	-18%	-$69.5K	0.12%	152
2022 Q3	$599K	Buy	3,734 +1,347	+56%	+$148K	0.25%	76
2022 Q2	$264K	Buy	+2,387	New	+$270K	0.14%	119

Other funds holding LQD

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

AIMU

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

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

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

MYLI

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

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

Accurate Wealth Management's LQD Position: Q2 2023 in Review

Accurate Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 3,241 shares — an estimated $356K sold.

Accurate Wealth Management first reported a position in LQD in Q2 2022 and held it in 4 quarters. The position peaked at $599K in Q3 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Accurate Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Accurate Wealth Management sold 3,241 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $356K.
Accurate Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 4 quarters.
Accurate Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $599K in Q3 2022.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Accurate Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.