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

First Citizens 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
2023 Q4	–	Sell	-4,954	Closed	-$505K	–	36
2023 Q3	$505K	Buy	4,954 +247	+5%	+$26K	0.21%	27
2023 Q2	$509K	Sell	4,707 -79	-2%	-$8.54K	0.21%	28
2023 Q1	$525K	Sell	4,786 -3,667	-43%	-$397K	0.22%	27
2022 Q4	$891K	Sell	8,453 -568	-6%	-$59.5K	0.5%	16
2022 Q3	$924K	Buy	+9,021	New	+$994K	0.58%	14

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

First Citizens Asset Management's LQD Position: Q4 2023 in Review

First Citizens Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 4,954 shares — an estimated $505K sold.

First Citizens Asset Management first reported a position in LQD in Q3 2022 and held it in 5 quarters. The position peaked at $924K in Q3 2022. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

First Citizens Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
First Citizens Asset Management sold 4,954 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $505K.
First Citizens Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
First Citizens Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $924K in Q3 2022.
1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on First Citizens Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.