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

Financial Designs’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	-88,786	Closed	-$9.06M	–	16
2023 Q3	$9.06M	Sell	88,786 -4,667	-5%	-$492K	6.82%	6
2023 Q2	$10.1M	Sell	93,453 -1,814	-2%	-$196K	7.38%	6
2023 Q1	$10.4M	Sell	95,267 -2,118	-2%	-$229K	7.8%	6
2022 Q4	$10.3M	Buy	+97,385	New	+$10.2M	7.73%	6

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

Financial Designs's LQD Position: Q4 2023 in Review

Financial Designs sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 88,786 shares — an estimated $9.06M sold.

Financial Designs first reported a position in LQD in Q4 2022 and held it in 4 quarters. The position peaked at $10.4M in Q1 2023. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Financial Designs reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Financial Designs sold 88,786 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $9.06M.
Financial Designs first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Financial Designs's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.4M in Q1 2023.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Financial Designs's 13F filing for Q4 2023, filed 19 Jan 2024.