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Beaumont Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beaumont Financial Advisors’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
2023
Q3 		– Sell
-2,282
Closed -$250K – 340
2023
Q2 		$250K Hold
2,282
– – 0.02% 294
2023
Q1 		$250K Buy
+2,282
New +$247K 0.03% 275
2022
Q1 		– Sell
-3,254
Closed -$431K – 373
2021
Q4 		$431K Sell
3,254
-629
-16% -$83.6K 0.03% 233
2021
Q3 		$517K Buy
3,883
+1,879
+94% +$254K 0.04% 199
2021
Q2 		$269K Hold
2,004
– – 0.02% 310
2021
Q1 		$261K Sell
2,004
-43
-2% -$5.72K 0.02% 296
2020
Q4 		$283K Sell
2,047
-8,073
-80% -$1.1M 0.03% 279
2020
Q3 		$1.36M Buy
10,120
+8,240
+438% +$1.12M 0.13% 114
2020
Q2 		$253K Buy
1,880
+1
+0.1% +$130 0.03% 245
2020
Q1 		$232K Buy
1,879
+1
+0.1% +$127 0.03% 213
2019
Q4 		$240K Buy
+1,878
New +$239K 0.02% 252
2019
Q3 		– Sell
-14,807
Closed -$1.84M – 285
2019
Q2 		$1.84M Buy
+14,807
New +$1.78M 0.19% 85
2018
Q3 		– Sell
-1,820
Closed -$209K – 237
2018
Q2 		$209K Buy
1,820
+10
+0.6% +$1.15K 0.02% 197
2018
Q1 		$212K Buy
1,810
+143
+9% +$16.9K 0.02% 192
2017
Q4 		$203K Sell
1,667
-391
-19% -$47.3K 0.02% 183
2017
Q3 		$249K Buy
2,058
+10
+0.5% +$1.21K 0.03% 163
2017
Q2 		$247K Buy
+2,048
New +$245K 0.03% 161
2015
Q2 		– Sell
-1,114,657
Closed -$136M – 151
2015
Q1 		$136M Buy
+1,114,657
New +$135M 4.73% 4

Other funds holding LQD

Bank of America
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beaumont Financial Advisors's LQD Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 2,282 shares — an estimated $250K sold.

Beaumont Financial Advisors first reported a position in LQD in Q1 2015 and held it in 18 quarters. The position peaked at $136M in Q1 2015. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Beaumont Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,282 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $250K.
  • Beaumont Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 18 quarters.
  • Beaumont Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $136M in Q1 2015.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.