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

Curi 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
2023 Q1	–	Sell	-88,627	Closed	-$9.34M	–	179
2022 Q4	$9.34M	Buy	+88,627	New	+$9.28M	1.31%	29
2022 Q3	–	Sell	-62	Closed	-$7K	–	481
2022 Q2	$7K	Buy	+62	New	+$7K	﹤0.01%	424
2022 Q1	–	Sell	-670	Closed	-$88K	–	595
2021 Q4	$88K	Buy	+670	New	+$89K	0.02%	150

Other funds holding LQD

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

BlackRock New York $5.72T AUM 30.48% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

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

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

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Curi Wealth Management's LQD Position: Q1 2023 in Review

Curi Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 88,627 shares — an estimated $9.34M sold.

Curi Wealth Management first reported a position in LQD in Q4 2021 and held it in 3 quarters. The position peaked at $9.34M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Curi Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 88,627 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $9.34M.
Curi Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.34M in Q4 2022.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.