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

Destiny Wealth Partners’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
Q2 		– Sell
-2,192
Closed -$239K – 167
2024
Q1 		$239K Sell
2,192
-1,059
-33% -$115K 0.04% 142
2023
Q4 		$355K Sell
3,251
-168,794
-98% -$17.6M 0.07% 119
2023
Q3 		$17.6M Buy
172,045
+5,465
+3% +$576K 3.54% 3
2023
Q2 		$18M Buy
166,580
+9,742
+6% +$1.05M 3.44% 4
2023
Q1 		$17.2M Buy
156,838
+156,288
+28,416% +$16.9M 3.56% 3
2022
Q4 		$58K Buy
+550
New +$57.6K 0.01% 278
2022
Q2 		– Sell
-610
Closed -$74K – 633
2022
Q1 		$74K Sell
610
-1,867
-75% -$233K 0.01% 275
2021
Q4 		$328K Sell
2,477
-402
-14% -$53.4K 0.06% 134
2021
Q3 		$383K Sell
2,879
-685
-19% -$92.6K 0.08% 120
2021
Q2 		$479K Sell
3,564
-587
-14% -$77.4K 0.09% 121
2021
Q1 		$540K Sell
4,151
-224,552
-98% -$29.9M 0.11% 99
2020
Q4 		$31.6M Buy
+228,703
New +$31.1M 6.59% 1

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
Fisher Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Destiny Wealth Partners's LQD Position: Q2 2024 in Review

Destiny Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,192 shares — an estimated $239K sold.

Destiny Wealth Partners first reported a position in LQD in Q4 2020 and held it in 12 quarters. The position peaked at $31.6M in Q4 2020. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Destiny Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,192 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $239K.
  • Destiny Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
  • Destiny Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $31.6M in Q4 2020.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Destiny Wealth Partners's 13F filing for Q2 2024, filed 25 Jul 2024.