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

Financial Life Advisors’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	–	Sell	-9,230	Closed	-$989K	–	52
2024 Q2	$989K	Sell	9,230 -7,492	-45%	-$800K	0.4%	25
2024 Q1	$1.82M	Sell	16,722 -12,033	-42%	-$1.31M	0.76%	19
2023 Q4	$3.18M	Sell	28,755 -3,698	-11%	-$385K	1.37%	19
2023 Q3	$3.31M	Buy	32,453 +82	+0.3%	+$8.65K	1.42%	18
2023 Q2	$3.5M	Sell	32,371 -3,538	-10%	-$383K	1.46%	18
2023 Q1	$3.94M	Buy	35,909 +8,900	+33%	+$964K	1.69%	17
2022 Q4	$2.85M	Buy	27,009 +9,669	+56%	+$1.01M	1.31%	20
2022 Q3	$1.78M	Buy	+17,340	New	+$1.91M	0.89%	21

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 $5.29B AUM 8.96% 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

Financial Life Advisors's LQD Position: Q3 2024 in Review

Financial Life Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 9,230 shares — an estimated $989K sold.

Financial Life Advisors first reported a position in LQD in Q3 2022 and held it in 8 quarters. The position peaked at $3.94M in Q1 2023. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Financial Life Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Financial Life Advisors sold 9,230 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $989K.
Financial Life Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
Financial Life Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.94M in Q1 2023.
1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Financial Life Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.