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

IAG Wealth Partners’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
2023 Q2	–	Sell	-500	Closed	-$54.8K	–	476
2023 Q1	$54.8K	Sell	500 -185	-27%	-$20K	0.02%	137
2022 Q4	$72.2K	Buy	685 +185	+37%	+$19.4K	0.02%	113
2022 Q3	$51K	Hold	500	–	–	0.02%	121
2022 Q2	$55K	Sell	500 -200	-29%	-$22.6K	0.02%	120
2022 Q1	$85K	Hold	700	–	–	0.03%	100
2021 Q4	$93K	Sell	700 -171	-20%	-$22.7K	0.03%	90
2021 Q3	$116K	Sell	871 -244	-22%	-$33K	0.04%	74
2021 Q2	$150K	Sell	1,115 -881	-44%	-$116K	0.05%	59
2021 Q1	$260K	Hold	1,996	–	–	0.1%	42
2020 Q4	$276K	Hold	1,996	–	–	0.11%	44
2020 Q3	$269K	Buy	1,996 +881	+79%	+$120K	0.12%	42
2020 Q2	$150K	Buy	1,115 +230	+26%	+$29.9K	0.07%	61
2020 Q1	$110K	Buy	885 +420	+90%	+$53.5K	0.07%	60
2019 Q4	$60K	Buy	+465	New	+$59.2K	0.04%	92

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

IAG Wealth Partners's LQD Position: Q2 2023 in Review

IAG Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 500 shares — an estimated $54.8K sold.

IAG Wealth Partners first reported a position in LQD in Q4 2019 and held it in 14 quarters. The position peaked at $276K in Q4 2020. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

IAG Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $54.8K.
IAG Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
IAG Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $276K in Q4 2020.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.