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BOK Financial Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BOK Financial Private Wealth’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
Q2 		– Sell
-266
Closed -$29.2K – 418
2023
Q1 		$29.2K Buy
+266
New +$28.8K ﹤0.01% 286

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

BOK Financial Private Wealth's LQD Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 266 shares — an estimated $29.2K sold.

BOK Financial Private Wealth first reported a position in LQD in Q1 2023 and held it in 1 quarter. The position peaked at $29.2K in Q1 2023. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • BOK Financial Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 266 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $29.2K.
  • BOK Financial Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $29.2K in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.