Ciovacco Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ciovacco Capital 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	-2,760	Closed	-$305K	–	25
2023 Q4	$305K	Sell	2,760 -819	-23%	-$85.3K	0.23%	22
2023 Q3	$365K	Sell	3,579 -1,582	-31%	-$167K	0.3%	21
2023 Q2	$558K	Sell	5,161 -207	-4%	-$22.4K	0.45%	20
2023 Q1	$588K	Sell	5,368 -651	-11%	-$70.5K	0.9%	19
2022 Q4	$634K	Buy	+6,019	New	+$630K	3.28%	11

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 $5.29B AUM 8.96% 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

Ciovacco Capital Management's LQD Position: Q1 2024 in Review

Ciovacco Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 2,760 shares — an estimated $305K sold.

Ciovacco Capital Management first reported a position in LQD in Q4 2022 and held it in 5 quarters. The position peaked at $634K in Q4 2022. 1,050 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Ciovacco Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Ciovacco Capital Management sold 2,760 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $305K.
Ciovacco Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Ciovacco Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $634K in Q4 2022.
1,050 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Ciovacco Capital Management's 13F filing for Q1 2024, filed 10 May 2024.