Highland Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Highland Financial Advisors’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	–	Sell	-6,720	Closed	-$720K	–	58
2024 Q2	$720K	Sell	6,720 -40,279	-86%	-$4.3M	0.27%	29
2024 Q1	$5.12M	Buy	46,999 +4,844	+11%	+$526K	2.05%	15
2023 Q4	$4.67M	Buy	42,155 +293	+0.7%	+$30.5K	2.03%	16
2023 Q3	$4.27M	Buy	41,862 +5,914	+16%	+$624K	2.21%	16
2023 Q2	$3.89M	Buy	35,948 +5,979	+20%	+$647K	2%	17
2023 Q1	$3.29M	Buy	29,969 +2,016	+7%	+$218K	1.78%	18
2022 Q4	$2.95M	Buy	+27,953	New	+$2.93M	1.74%	17

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

AIMU

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Highland Financial Advisors's LQD Position: Q3 2024 in Review

Highland Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 6,720 shares — an estimated $720K sold.

Highland Financial Advisors first reported a position in LQD in Q4 2022 and held it in 7 quarters. The position peaked at $5.12M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Highland Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Highland Financial Advisors sold 6,720 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $720K.
Highland Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Highland Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.12M in Q1 2024.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Highland Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.