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

Connectus 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 Q4	–	Sell	-2,125	Closed	-$217K	–	524
2023 Q3	$217K	Sell	2,125 -25,644	-92%	-$2.7M	﹤0.01%	462
2023 Q2	$3M	Buy	+27,769	New	+$3M	0.07%	181
2022 Q4	–	Sell	-2,085	Closed	-$214K	–	479
2022 Q3	$214K	Hold	2,085	–	–	﹤0.01%	478
2022 Q2	$230K	Sell	2,085 -29,660	-93%	-$3.35M	0.01%	401
2022 Q1	$4.21M	Buy	+31,745	New	+$3.96M	0.13%	114

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Connectus Wealth's LQD Position: Q4 2023 in Review

Connectus Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,125 shares — an estimated $217K sold.

Connectus Wealth first reported a position in LQD in Q1 2022 and held it in 5 quarters. The position peaked at $4.21M in Q1 2022. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Connectus Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Connectus Wealth sold 2,125 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $217K.
Connectus Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Connectus Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.21M in Q1 2022.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.