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

Bright Futures 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
Q4 		– Sell
-4,852
Closed -$530K – 183
2024
Q3 		$530K Sell
4,852
-95
-2% -$10.5K 0.26% 112
2024
Q2 		$547K Sell
4,947
-185
-4% -$19.7K 0.3% 103
2024
Q1 		$553K Buy
+5,132
New +$558K 0.3% 94

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bright Futures Wealth Management's LQD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 4,852 shares — an estimated $530K sold.

Bright Futures Wealth Management first reported a position in LQD in Q1 2024 and held it in 3 quarters. The position peaked at $553K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,852 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $530K.
  • Bright Futures Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $553K in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.