Buckingham Strategic Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Buckingham Strategic 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
2024 Q2	–	Sell	-4,580	Closed	-$499K	–	827
2024 Q1	$499K	Buy	4,580 +1,426	+45%	+$155K	0.01%	459
2023 Q4	$349K	Buy	+3,154	New	+$328K	﹤0.01%	528
2023 Q3	–	Sell	-2,088	Closed	-$226K	–	701
2023 Q2	$226K	Buy	+2,088	New	+$226K	﹤0.01%	598
2021 Q4	–	Sell	-2,359	Closed	-$314K	–	617
2021 Q3	$314K	Buy	+2,359	New	+$319K	0.01%	457
2018 Q3	–	Sell	-3,510	Closed	-$402K	–	367
2018 Q2	$402K	Buy	+3,510	New	+$404K	0.07%	217

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Buckingham Strategic Wealth's LQD Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 4,580 shares — an estimated $499K sold.

Buckingham Strategic Wealth first reported a position in LQD in Q2 2018 and held it in 5 quarters. The position peaked at $499K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Buckingham Strategic Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,580 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $499K.
Buckingham Strategic Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Buckingham Strategic Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $499K in Q1 2024.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.