Essex Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Essex Financial Services’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	–	Sell	-3,018	Closed	-$308K	–	517
2023 Q3	$308K	Buy	+3,018	New	+$318K	0.04%	366
2023 Q1	–	Sell	-2,368	Closed	-$249K	–	501
2022 Q4	$249K	Buy	+2,368	New	+$248K	0.03%	409
2014 Q1	–	Sell	-2,086	Closed	-$238K	–	290
2013 Q4	$238K	Sell	2,086 -1,749	-46%	-$200K	0.08%	238
2013 Q3	$435	Buy	3,835 +194	+5%	+$21.9K	0.14%	148
2013 Q2	$414K	Buy	+3,641	New	+$433K	0.14%	150

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

Essex Financial Services's LQD Position: Q4 2023 in Review

Essex Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 3,018 shares — an estimated $308K sold.

Essex Financial Services first reported a position in LQD in Q2 2013 and held it in 5 quarters. The position peaked at $414K in Q2 2013. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Essex Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Essex Financial Services sold 3,018 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $308K.
Essex Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
Essex Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $414K in Q2 2013.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Essex Financial Services's 13F filing for Q4 2023, filed 6 Feb 2024.