Family Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Family Asset 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 Q3	$3.95M	Sell	34,943 -1,950	-5%	-$216K	2.37%	8
2024 Q2	$3.95M	Buy	36,893 +3,937	+12%	+$420K	2.54%	9
2024 Q1	$3.59M	Buy	32,956 +420	+1%	+$45.6K	2.24%	12
2023 Q4	$3.6M	Buy	32,536 +3,685	+13%	+$384K	2.4%	11
2023 Q3	$2.94M	Buy	28,851 +7,972	+38%	+$841K	2.17%	13
2023 Q2	$2.26M	Buy	20,879 +979	+5%	+$106K	1.53%	17
2023 Q1	$2.18M	Sell	19,900 -8,327	-30%	-$902K	1.59%	17
2022 Q4	$2.98M	Buy	+28,227	New	+$2.95M	2.47%	12

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

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

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

AIMU

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Asset Management's LQD Position: Q3 2024 in Review

Family Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.3% in Q3 2024, selling an estimated $216K and leaving 34,943 shares worth $3.95M. The position accounts for 2.37% of the portfolio, ranked #8.

Family Asset Management first reported a position in LQD in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.95M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Family Asset Management held 34,943 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.95M as of Q3 2024.
Family Asset Management sold 1,950 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $216K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.37% of Family Asset Management's portfolio in Q3 2024, its #8 holding.
Family Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.95M in Q2 2024.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.