Acorn Financial Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-5,457	Closed	-$594K	–	232
2023 Q4	$594K	Sell	5,457 -335	-6%	-$34.9K	0.1%	119
2023 Q3	$587K	Buy	5,792 +2,719	+88%	+$287K	0.1%	120
2023 Q2	$332K	Buy	+3,073	New	+$332K	0.06%	181
2021 Q1	–	Sell	-4,516	Closed	-$623K	–	210
2020 Q4	$623K	Sell	4,516 -630	-12%	-$85.8K	0.24%	106
2020 Q3	$692K	Sell	5,146 -33	-0.6%	-$4.5K	0.36%	82
2020 Q2	$696K	Buy	5,179 +534	+11%	+$69.4K	0.49%	67
2020 Q1	$573K	Sell	4,645 -2,819	-38%	-$359K	0.57%	60
2019 Q4	$956K	Buy	+7,464	New	+$950K	0.8%	40

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JSTA

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Acorn Financial Advisory Services's LQD Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 5,457 shares — an estimated $594K sold.

Acorn Financial Advisory Services first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $956K in Q4 2019. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 5,457 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $594K.
Acorn Financial Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Acorn Financial Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $956K in Q4 2019.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.