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

DB Wealth Management Group’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	$12.3K	Buy	111 +78	+236%	+$8.12K	0.01%	276
2023 Q3	$3.37K	Hold	33	–	–	﹤0.01%	322
2023 Q2	$3.57K	Sell	33 -200	-86%	-$21.6K	﹤0.01%	322
2023 Q1	$25.5K	Buy	+233	New	+$25.2K	0.02%	207
2021 Q1	–	Sell	-3,261	Closed	-$450K	–	376
2020 Q4	$450K	Buy	+3,261	New	+$444K	0.33%	59

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

DB Wealth Management Group's LQD Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 236% in Q4 2023, buying an estimated $8.12K and bringing the position to 111 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #276.

DB Wealth Management Group first reported a position in LQD in Q4 2020 and has held it in 5 quarters since. The position peaked at $450K in Q4 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

DB Wealth Management Group held 111 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.3K as of Q4 2023.
DB Wealth Management Group bought 78 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $8.12K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #276 holding.
DB Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 5 quarters since.
DB Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $450K in Q4 2020.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.