E Fund Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

E Fund 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
2024 Q2	–	Sell	-7,900	Closed	-$860K	–	347
2024 Q1	$860K	Hold	7,900	–	–	0.05%	123
2023 Q4	$874K	Hold	7,900	–	–	0.06%	102
2023 Q3	$806K	Hold	7,900	–	–	0.06%	92
2023 Q2	$854K	Hold	7,900	–	–	0.07%	85
2023 Q1	$866K	Hold	7,900	–	–	0.06%	93
2022 Q4	$833K	Hold	7,900	–	–	0.07%	96
2022 Q3	$809K	Hold	7,900	–	–	0.08%	99
2022 Q2	$869K	Buy	+7,900	New	+$892K	0.08%	98

Other funds holding LQD

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 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 New York $5.72T AUM 30.48% 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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

E Fund Management's LQD Position: Q2 2024 in Review

E Fund Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 7,900 shares — an estimated $860K sold.

E Fund Management first reported a position in LQD in Q2 2022 and held it in 8 quarters. The position peaked at $874K in Q4 2023. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

E Fund Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
E Fund Management sold 7,900 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $860K.
E Fund Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
E Fund Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $874K in Q4 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on E Fund Management's 13F filing for Q2 2024, filed 12 Aug 2024.