Global Wealth Management Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Global Wealth Management Investment Advisory’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	-45	Closed	-$4.98K	–	311
2023 Q4	$4.98K	Hold	45	–	–	﹤0.01%	337
2023 Q3	$4.59K	Hold	45	–	–	﹤0.01%	337
2023 Q2	$4.87K	Buy	+45	New	+$4.87K	﹤0.01%	338
2022 Q3	–	Sell	-29	Closed	-$3K	–	326
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	384
2022 Q1	$4K	Buy	+29	New	+$3.62K	﹤0.01%	375
2021 Q2	–	Sell	-703	Closed	-$91K	–	471
2021 Q1	$91K	Buy	703 +697	+11,617%	+$92.7K	0.03%	166
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	433
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	421
2020 Q2	$1K	Sell	6 -83	-93%	-$10.8K	﹤0.01%	563
2020 Q1	$11K	Sell	89 -1	-1%	-$127	0.01%	325
2019 Q4	$12K	Sell	90 -17	-16%	-$2.17K	0.01%	329
2019 Q3	$14K	Sell	107 -140	-57%	-$17.6K	0.01%	285
2019 Q2	$31K	Buy	247 +207	+518%	+$24.9K	0.02%	219
2019 Q1	$5K	Sell	40 -4	-9%	-$463	﹤0.01%	452
2018 Q4	$5K	Buy	+44	New	+$4.95K	﹤0.01%	486

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 $4.81B AUM 4.62% 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

Global Wealth Management Investment Advisory's LQD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 45 shares — an estimated $4.98K sold.

Global Wealth Management Investment Advisory first reported a position in LQD in Q4 2018 and held it in 15 quarters. The position peaked at $91K in Q1 2021. 1,050 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 45 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $4.98K.
Global Wealth Management Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
Global Wealth Management Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $91K in Q1 2021.
1,050 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.