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Axiom Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Axiom Advisory’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 		$1.04M Buy
9,361
+201
+2% +$22.2K 0.01% 158
2024
Q2 		$978K Buy
+9,160
New +$978K 0.01% 153

Other funds holding LQD

Bank of America
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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axiom Advisory's LQD Position: Q3 2024 in Review

Axiom Advisory increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.2% in Q3 2024, buying an estimated $22.2K and bringing the position to 9,361 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #158.

Axiom Advisory first reported a position in LQD in Q2 2024 and has held it in 2 quarters since. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Axiom Advisory held 9,361 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.04M as of Q3 2024.
  • Axiom Advisory bought 201 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $22.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #158 holding.
  • Axiom Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.