First Personal Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

First Personal Financial Services’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	$1.7K	Hold	15	–	–	﹤0.01%	358
2024 Q2	$1.61K	Hold	15	–	–	﹤0.01%	334
2024 Q1	$1.63K	Sell	15 -503	-97%	-$54.7K	﹤0.01%	333
2023 Q4	$57.3K	Hold	518	–	–	0.01%	196
2023 Q3	$52.8K	Hold	518	–	–	0.01%	192
2023 Q2	$56K	Sell	518 -178	-26%	-$19.2K	0.01%	199
2023 Q1	$76.3K	Buy	696 +178	+34%	+$19.3K	0.02%	173
2022 Q4	$54.6K	Buy	518 +454	+709%	+$47.5K	0.01%	200
2022 Q3	$7K	Buy	+64	New	+$7.05K	﹤0.01%	363
2019 Q3	–	Sell	-525	Closed	-$65K	–	669
2019 Q2	$65K	Hold	525	–	–	0.02%	250
2019 Q1	$63K	Sell	525 -20	-4%	-$2.32K	0.02%	246
2018 Q4	$61K	Sell	545 -76	-12%	-$8.54K	0.02%	238
2018 Q3	$71K	Buy	621 +106	+21%	+$12.2K	0.02%	240
2018 Q2	$59K	Hold	515	–	–	0.02%	254
2018 Q1	$60K	Hold	515	–	–	0.01%	403
2017 Q4	$63K	Buy	+515	New	+$62.3K	0.01%	421
2016 Q2	–	Sell	-66	Closed	-$8K	–	823
2016 Q1	$8K	Buy	+66	New	+$7.58K	﹤0.01%	271

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

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

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

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

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

AIMU

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Personal Financial Services's LQD Position: Q3 2024 in Review

First Personal Financial Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2024 at 15 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

First Personal Financial Services first reported a position in LQD in Q1 2016 and has held it in 17 quarters since. The position peaked at $76.3K in Q1 2023. 1,047 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

First Personal Financial Services held 15 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.7K as of Q3 2024.
First Personal Financial Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #358 holding.
First Personal Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 17 quarters since.
First Personal Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $76.3K in Q1 2023.
1,047 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.