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Acima Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Acima Private Wealth’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
Q1 		– Sell
-3,970
Closed -$419K – 287
2022
Q4 		$419K Buy
+3,970
New +$416K 0.21% 87
2019
Q4 		– Sell
-493
Closed -$62K – 299
2019
Q3 		$62K Buy
+493
New +$62.1K 0.05% 180

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Acima Private Wealth's LQD Position: Q1 2023 in Review

Acima Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 3,970 shares — an estimated $419K sold.

Acima Private Wealth first reported a position in LQD in Q3 2019 and held it in 2 quarters. The position peaked at $419K in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Acima Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Acima Private Wealth sold 3,970 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $419K.
  • Acima Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Acima Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $419K in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Acima Private Wealth's 13F filing for Q1 2023, filed 29 Feb 2024.