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

Axxcess 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 Q1	–	Sell	-11,688	Closed	-$1.29M	–	905
2023 Q4	$1.29M	Buy	11,688 +9,646	+472%	+$1M	0.04%	312
2023 Q3	$208K	Sell	2,042 -326	-14%	-$34.4K	0.01%	722
2023 Q2	$256K	Sell	2,368 -8,953	-79%	-$968K	0.02%	490
2023 Q1	$1.24M	Buy	11,321 +4,586	+68%	+$497K	0.09%	199
2022 Q4	$710K	Buy	6,735 +1,187	+21%	+$124K	0.06%	288
2022 Q3	$568K	Sell	5,548 -2,428	-30%	-$268K	0.05%	292
2022 Q2	$878K	Sell	7,976 -6,019	-43%	-$680K	0.08%	207
2022 Q1	$1.69M	Buy	13,995 +3,377	+32%	+$421K	0.13%	136
2021 Q4	$1.41M	Buy	+10,618	New	+$1.41M	0.1%	160

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's LQD Position: Q1 2024 in Review

Axxcess Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 11,688 shares — an estimated $1.29M sold.

Axxcess Wealth Management first reported a position in LQD in Q4 2021 and held it in 9 quarters. The position peaked at $1.69M in Q1 2022. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Axxcess Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Axxcess Wealth Management sold 11,688 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.29M.
Axxcess Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Axxcess Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.69M in Q1 2022.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.