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

Gray Wealth 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
2024 Q1	–	Sell	-2,041	Closed	-$226K	–	138
2023 Q4	$226K	Buy	2,041 +65	+3%	+$6.77K	0.11%	116
2023 Q3	$202K	Sell	1,976 -49	-2%	-$5.17K	0.1%	128
2023 Q2	$219K	Buy	2,025 +100	+5%	+$10.8K	0.11%	113
2023 Q1	$211K	Buy	+1,925	New	+$208K	0.12%	114
2022 Q2	–	Sell	-1,874	Closed	-$227K	–	122
2022 Q1	$227K	Buy	1,874 +103	+6%	+$12.8K	0.12%	113
2021 Q4	$235K	Sell	1,771 -185	-9%	-$24.6K	0.12%	109
2021 Q3	$260K	Hold	1,956	–	–	0.15%	98
2021 Q2	$263K	Sell	1,956 -67	-3%	-$8.83K	0.15%	92
2021 Q1	$263K	Buy	+2,023	New	+$269K	0.17%	88

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

Gray Wealth Management's LQD Position: Q1 2024 in Review

Gray Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 2,041 shares — an estimated $226K sold.

Gray Wealth Management first reported a position in LQD in Q1 2021 and held it in 9 quarters. The position peaked at $263K in Q2 2021. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Gray Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Gray Wealth Management sold 2,041 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $226K.
Gray Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Gray Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $263K in Q2 2021.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Gray Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.