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

Alaska 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 Q4	–	Sell	-27	Closed	-$3.05K	–	84
2024 Q3	$3.05K	Hold	27	–	–	﹤0.01%	112
2024 Q2	$2.89K	Hold	27	–	–	﹤0.01%	109
2024 Q1	$2.94K	Hold	27	–	–	﹤0.01%	106
2023 Q4	$2.99K	Sell	27 -8	-23%	-$833	﹤0.01%	108
2023 Q3	$3.57K	Sell	35 -14	-29%	-$1.48K	﹤0.01%	104
2023 Q2	$5.3K	Hold	49	–	–	﹤0.01%	108
2023 Q1	$5.37K	Buy	+49	New	+$5.31K	﹤0.01%	96

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 $1.6B AUM 20.7% 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

Alaska Wealth Advisors's LQD Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 27 shares — an estimated $3.05K sold.

Alaska Wealth Advisors first reported a position in LQD in Q1 2023 and held it in 7 quarters. The position peaked at $5.37K in Q1 2023. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 27 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $3.05K.
Alaska Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.37K in Q1 2023.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.