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Davies Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Davies Financial Advisors’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
Q3 		– Sell
-2,165
Closed -$232K – 77
2024
Q2 		$232K Hold
2,165
– – 0.22% 64
2024
Q1 		$236K Buy
+2,165
New +$235K 0.24% 54

Other funds holding LQD

Bank of America
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
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Davies Financial Advisors's LQD Position: Q3 2024 in Review

Davies Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,165 shares — an estimated $232K sold.

Davies Financial Advisors first reported a position in LQD in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Davies Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Davies Financial Advisors sold 2,165 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $232K.
  • Davies Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Davies Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $236K in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Davies Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.