Aspire Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aspire Wealth Management’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	$1.49K	Sell	13 -14,124	-100%	-$1.56M	﹤0.01%	183
2024 Q2	$1.51M	Sell	14,137 -4,356	-24%	-$465K	0.87%	26
2024 Q1	$2.01M	Sell	18,493 -7,267	-28%	-$790K	1.22%	20
2023 Q4	$2.85M	Sell	25,760 -2,927	-10%	-$305K	1.94%	17
2023 Q3	$2.93M	Sell	28,687 -469	-2%	-$49.5K	2.23%	14
2023 Q2	$3.15M	Sell	29,156 -565	-2%	-$61.1K	2.38%	14
2023 Q1	$3.26M	Sell	29,721 -995	-3%	-$108K	2.65%	12
2022 Q4	$3.24M	Sell	30,716 -9,439	-24%	-$988K	2.82%	12
2022 Q3	$4.11M	Buy	40,155 +218	+0.5%	+$24K	3.88%	7
2022 Q2	$4.39M	Sell	39,937 -229	-0.6%	-$25.9K	4.05%	7
2022 Q1	$4.86M	Sell	40,166 -504	-1%	-$62.9K	3.84%	7
2021 Q4	$5.39M	Buy	+40,670	New	+$5.41M	4.37%	6

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

Aspire Wealth Management's LQD Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 100% in Q3 2024, selling an estimated $1.56M and leaving 13 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Aspire Wealth Management first reported a position in LQD in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.39M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Aspire Wealth Management held 13 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.49K as of Q3 2024.
Aspire Wealth Management sold 14,124 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.56M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #183 holding.
Aspire Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.39M in Q4 2021.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.