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

Evoke 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 Q4	–	Sell	-20,981	Closed	-$2.14M	–	238
2023 Q3	$2.14M	Buy	+20,981	New	+$2.21M	0.08%	113
2022 Q4	–	Sell	-560	Closed	-$57K	–	804
2022 Q3	$57K	Buy	560 +5	+0.9%	+$551	﹤0.01%	496
2022 Q2	$61K	Buy	555 +4	+0.7%	+$452	﹤0.01%	484
2022 Q1	$67K	Buy	551 +2	+0.4%	+$249	﹤0.01%	482
2021 Q4	$73K	Buy	549 +5	+0.9%	+$665	﹤0.01%	485
2021 Q3	$72K	Buy	544 +2	+0.4%	+$270	﹤0.01%	466
2021 Q2	$73K	Sell	542 -262	-33%	-$34.5K	﹤0.01%	483
2021 Q1	$105K	Sell	804 -1,327	-62%	-$177K	﹤0.01%	370
2020 Q4	$294K	Sell	2,131 -18,084	-89%	-$2.46M	0.02%	199
2020 Q3	$2.72M	Buy	20,215 +12,578	+165%	+$1.71M	0.22%	39
2020 Q2	$1.03M	Buy	7,637 +6,703	+718%	+$872K	0.1%	60
2020 Q1	$115K	Buy	+934	New	+$119K	0.02%	244
2019 Q4	–	Sell	-895	Closed	-$114K	–	1370
2019 Q3	$114K	Buy	+895	New	+$113K	0.01%	349

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

Evoke Wealth's LQD Position: Q4 2023 in Review

Evoke Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 20,981 shares — an estimated $2.14M sold.

Evoke Wealth first reported a position in LQD in Q3 2019 and held it in 13 quarters. The position peaked at $2.72M in Q3 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Evoke Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Evoke Wealth sold 20,981 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $2.14M.
Evoke Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 13 quarters.
Evoke Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.72M in Q3 2020.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.