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

Certus 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 Q1	–	Sell	-10,562	Closed	-$1.17M	–	53
2023 Q4	$1.17M	Buy	10,562 +2,783	+36%	+$290K	0.99%	24
2023 Q3	$794K	Buy	7,779 +2,694	+53%	+$284K	0.76%	29
2023 Q2	$550K	Buy	+5,085	New	+$550K	0.55%	41

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

NYL Investors New York $265M AUM 3.93% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Certus Wealth Management's LQD Position: Q1 2024 in Review

Certus Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 10,562 shares — an estimated $1.17M sold.

Certus Wealth Management first reported a position in LQD in Q2 2023 and held it in 3 quarters. The position peaked at $1.17M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Certus Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Certus Wealth Management sold 10,562 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.17M.
Certus Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Certus Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.17M in Q4 2023.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Certus Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.