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

ICA Group 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 Q2	$852K	Sell	7,957 -3,249	-29%	-$347K	0.51%	36
2024 Q1	$1.22M	Sell	11,206 -5,980	-35%	-$650K	0.24%	84
2023 Q4	$1.9M	Sell	17,186 -18,273	-52%	-$1.9M	0.42%	49
2023 Q3	$3.57M	Buy	35,459 +4,090	+13%	+$431K	1%	22
2023 Q2	$3.39M	Buy	31,369 +8,226	+36%	+$890K	0.85%	23
2023 Q1	$2.54M	Sell	23,143 -789	-3%	-$85.4K	0.61%	35
2022 Q4	$2.64M	Buy	23,932 +10,275	+75%	+$1.08M	0.62%	34
2022 Q3	$1.4M	Buy	13,657 +8,082	+145%	+$891K	0.3%	83
2022 Q2	$622K	Buy	5,575 +2,518	+82%	+$284K	0.12%	168
2022 Q1	$344K	Buy	+3,057	New	+$381K	0.07%	248

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

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

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

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

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

ICA Group Wealth Management's LQD Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q2 2024, selling an estimated $347K and leaving 7,957 shares worth $852K. The position accounts for 0.51% of the portfolio, ranked #36.

ICA Group Wealth Management first reported a position in LQD in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.57M in Q3 2023. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

ICA Group Wealth Management held 7,957 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $852K as of Q2 2024.
ICA Group Wealth Management sold 3,249 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $347K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.51% of ICA Group Wealth Management's portfolio in Q2 2024, its #36 holding.
ICA Group Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.57M in Q3 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.