Impact Partnership Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Impact Partnership Wealth’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	–	Sell	-68	Closed	-$7.41K	–	482
2024 Q1	$7.41K	Sell	68 -63	-48%	-$6.85K	﹤0.01%	473
2023 Q4	$14.5K	Sell	131 -409	-76%	-$42.6K	0.01%	451
2023 Q3	$55.1K	Sell	540 -9,429	-95%	-$994K	0.02%	384
2023 Q2	$1.08M	Buy	+9,969	New	+$1.08M	0.37%	22

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

Impact Partnership Wealth's LQD Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 68 shares — an estimated $7.41K sold.

Impact Partnership Wealth first reported a position in LQD in Q2 2023 and held it in 4 quarters. The position peaked at $1.08M in Q2 2023. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Impact Partnership Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 68 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $7.41K.
Impact Partnership Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.08M in Q2 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.