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

Baker Tilly 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 		– Sell
-2,044
Closed -$219K – 264
2024
Q2 		$219K Sell
2,044
-243
-11% -$25.9K 0.09% 253
2024
Q1 		$249K Sell
2,287
-888
-28% -$96.5K 0.05% 378
2023
Q4 		$351K Buy
3,175
+719
+29% +$74.9K 0.06% 366
2023
Q3 		$251K Sell
2,456
-942
-28% -$99.3K 0.04% 396
2023
Q2 		$367K Sell
3,398
-538
-14% -$58.2K 0.04% 415
2023
Q1 		$431K Sell
3,936
-46
-1% -$4.98K 0.05% 373
2022
Q4 		$420K Buy
3,982
+1,308
+49% +$137K 0.05% 365
2022
Q3 		$274K Sell
2,674
-109
-4% -$12K 0.04% 428
2022
Q2 		$306K Sell
2,783
-197
-7% -$22.2K 0.04% 408
2022
Q1 		$360K Sell
2,980
-158
-5% -$19.7K 0.04% 405
2021
Q4 		$416K Sell
3,138
-434
-12% -$57.7K 0.04% 387
2021
Q3 		$475K Buy
3,572
+47
+1% +$6.35K 0.06% 323
2021
Q2 		$474K Buy
3,525
+410
+13% +$54K 0.08% 291
2021
Q1 		$405K Sell
3,115
-609
-16% -$81K 0.08% 285
2020
Q4 		$514K Buy
+3,724
New +$507K 0.16% 144

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

Baker Tilly Wealth Management's LQD Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,044 shares — an estimated $219K sold.

Baker Tilly Wealth Management first reported a position in LQD in Q4 2020 and held it in 15 quarters. The position peaked at $514K in Q4 2020. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,044 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $219K.
  • Baker Tilly Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $514K in Q4 2020.
  • 1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.