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Arcadia Wealth Management (New Hampshire)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
-5,416
Closed -$594K – 61
2023
Q1 		$594K Sell
5,416
-691
-11% -$74.8K 0.49% 32
2022
Q4 		$644K Buy
+6,107
New +$639K 0.57% 30

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s LQD Position: Q2 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 5,416 shares — an estimated $594K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in LQD in Q4 2022 and held it in 2 quarters. The position peaked at $644K in Q4 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 5,416 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $594K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $644K in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2023, filed 14 Aug 2023.