FirstPurpose Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

FirstPurpose Wealth’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 Q1	–	Sell	-4,491	Closed	-$497K	–	219
2023 Q4	$497K	Buy	+4,491	New	+$468K	0.19%	91
2023 Q3	–	Sell	-4,772	Closed	-$516K	–	204
2023 Q2	$516K	Sell	4,772 -20	-0.4%	-$2.16K	0.22%	78
2023 Q1	$525K	Buy	4,792 +17	+0.4%	+$1.84K	0.26%	76
2022 Q4	$503K	Buy	+4,775	New	+$500K	0.28%	67
2022 Q1	–	Sell	-3,229	Closed	-$428K	–	150
2021 Q4	$428K	Buy	+3,229	New	+$429K	0.27%	65

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JSTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FirstPurpose Wealth's LQD Position: Q1 2024 in Review

FirstPurpose Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 4,491 shares — an estimated $497K sold.

FirstPurpose Wealth first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $525K in Q1 2023. 1,050 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

FirstPurpose Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
FirstPurpose Wealth sold 4,491 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $497K.
FirstPurpose Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
FirstPurpose Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $525K in Q1 2023.
1,050 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.