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

Iams 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
2023
Q1 		– Sell
-9,861
Closed -$1.04M – 109
2022
Q4 		$1.04M Buy
+9,861
New +$1.03M 1.06% 20

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Iams Wealth Management's LQD Position: Q1 2023 in Review

Iams Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 9,861 shares — an estimated $1.04M sold.

Iams Wealth Management first reported a position in LQD in Q4 2022 and held it in 1 quarter. The position peaked at $1.04M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Iams Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Iams Wealth Management sold 9,861 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.04M.
  • Iams Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Iams Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.04M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Iams Wealth Management's 13F filing for Q1 2023, filed 30 Oct 2023.