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

Endurance 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 Q2	$36K	Sell	332 -141	-30%	-$15.2K	﹤0.01%	375
2023 Q1	$52K	Hold	473	–	–	0.01%	338
2022 Q4	$50K	Buy	473 +190	+67%	+$19.9K	0.01%	325
2022 Q3	$29K	Hold	283	–	–	﹤0.01%	379
2022 Q2	$31K	Hold	283	–	–	﹤0.01%	373
2022 Q1	$34K	Hold	283	–	–	﹤0.01%	392
2021 Q4	$38K	Buy	283 +142	+101%	+$18.9K	﹤0.01%	379
2021 Q3	$19K	Hold	141	–	–	﹤0.01%	455
2021 Q2	$18K	Buy	+141	New	+$18.6K	﹤0.01%	463
2018 Q4	–	Sell	-54	Closed	-$6K	–	478
2018 Q3	$6K	Hold	54	–	–	﹤0.01%	424
2018 Q2	$6K	Hold	54	–	–	﹤0.01%	429
2018 Q1	$6K	Hold	54	–	–	﹤0.01%	453
2017 Q4	$7K	Sell	54 -108	-67%	-$13.1K	﹤0.01%	433
2017 Q3	$20K	Hold	162	–	–	﹤0.01%	346
2017 Q2	$20K	Hold	162	–	–	﹤0.01%	354
2017 Q1	$19K	Hold	162	–	–	﹤0.01%	357
2016 Q4	$19K	Hold	162	–	–	﹤0.01%	338
2016 Q3	$20K	Hold	162	–	–	﹤0.01%	341
2016 Q2	$20K	Hold	162	–	–	﹤0.01%	328
2016 Q1	$19K	Hold	162	–	–	﹤0.01%	336
2015 Q4	$18K	Hold	162	–	–	﹤0.01%	350
2015 Q3	$19K	Hold	162	–	–	﹤0.01%	345
2015 Q2	$19K	Buy	+162	New	+$19.2K	﹤0.01%	357

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Endurance Wealth Management's LQD Position: Q2 2023 in Review

Endurance Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 30% in Q2 2023, selling an estimated $15.2K and leaving 332 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Endurance Wealth Management first reported a position in LQD in Q2 2015 and has held it in 23 quarters since. The position peaked at $52K in Q1 2023. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Endurance Wealth Management held 332 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $36K as of Q2 2023.
Endurance Wealth Management sold 141 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $15.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #375 holding.
Endurance Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 23 quarters since.
Endurance Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $52K in Q1 2023.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.