All Season Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

All Season Financial 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 Q3	$3.2M	Buy	+28,310	New	+$3.13M	2.72%	10
2023 Q3	–	Sell	-11,099	Closed	-$1.2M	–	102
2023 Q2	$1.2M	Sell	11,099 -40,102	-78%	-$4.34M	1.08%	25
2023 Q1	$5.61M	Buy	51,201 +26,535	+108%	+$2.87M	5.08%	3
2022 Q4	$2.6M	Buy	+24,666	New	+$2.58M	2.3%	13
2021 Q3	–	Sell	-39,713	Closed	-$5.34M	–	142
2021 Q2	$5.34M	Buy	+39,713	New	+$5.23M	3.83%	5

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

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

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

AIMU

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

All Season Financial Advisors's LQD Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024: 28,310 shares worth $3.2M. The stake represents 2.72% of the portfolio and ranks #10 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in LQD as recently as Q2 2023.

All Season Financial Advisors first reported a position in LQD in Q2 2021 and has held it in 5 quarters since. The position peaked at $5.61M in Q1 2023. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

All Season Financial Advisors held 28,310 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.2M as of Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new All Season Financial Advisors position in Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.72% of All Season Financial Advisors's portfolio in Q3 2024, its #10 holding.
All Season Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 5 quarters since.
All Season Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.61M in Q1 2023.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.