EW
LQD icon

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

Enzi Wealth’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
Q3 		– Sell
-2,070
Closed -$224K – 60
2023
Q2 		$224K Sell
2,070
-6,200
-75% -$670K 0.11% 54
2023
Q1 		$899K Sell
8,270
-9,899
-54% -$1.07M 0.46% 25
2022
Q4 		$2.01M Sell
18,169
-800
-4% -$83.7K 0.96% 17
2022
Q3 		$1.98M Buy
+18,969
New +$2.09M 0.97% 21

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
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Enzi Wealth's LQD Position: Q3 2023 in Review

Enzi Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 2,070 shares — an estimated $224K sold.

Enzi Wealth first reported a position in LQD in Q3 2022 and held it in 4 quarters. The position peaked at $2.01M in Q4 2022. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Enzi Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Enzi Wealth sold 2,070 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $224K.
  • Enzi Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Enzi Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.01M in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Enzi Wealth's 13F filing for Q3 2023, filed 16 Oct 2023.