Balboa Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Balboa Wealth Partners’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 Q2	–	Sell	-2,269	Closed	-$247K	–	324
2024 Q1	$247K	Sell	2,269 -6,662	-75%	-$724K	0.07%	195
2023 Q4	$988K	Buy	+8,931	New	+$930K	0.33%	57
2023 Q3	–	Sell	-11,793	Closed	-$1.28M	–	306
2023 Q2	$1.28M	Buy	+11,793	New	+$1.28M	0.44%	35

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Balboa Wealth Partners's LQD Position: Q2 2024 in Review

Balboa Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,269 shares — an estimated $247K sold.

Balboa Wealth Partners first reported a position in LQD in Q2 2023 and held it in 3 quarters. The position peaked at $1.28M in Q2 2023. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Balboa Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Balboa Wealth Partners sold 2,269 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $247K.
Balboa Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Balboa Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.28M in Q2 2023.
1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.