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

Institute for 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 Q3	–	Sell	-1,875	Closed	-$203K	–	469
2023 Q2	$203K	Buy	+1,875	New	+$203K	0.03%	442
2021 Q4	–	Sell	-1,561	Closed	-$208K	–	502
2021 Q3	$208K	Buy	1,561 +60	+4%	+$8.11K	0.04%	457
2021 Q2	$202K	Buy	+1,501	New	+$198K	0.04%	465
2021 Q1	–	Sell	-1,501	Closed	-$207K	–	480
2020 Q4	$207K	Sell	1,501 -20	-1%	-$2.72K	0.04%	420
2020 Q3	$205K	Sell	1,521 -49	-3%	-$6.68K	0.05%	393
2020 Q2	$211K	Buy	+1,570	New	+$204K	0.05%	390
2020 Q1	–	Sell	-456	Closed	-$58K	–	566
2019 Q4	$58K	Buy	+456	New	+$58.1K	0.01%	509
2017 Q3	–	Sell	-2,935	Closed	-$353K	–	328
2017 Q2	$353K	Buy	+2,935	New	+$351K	0.1%	281
2014 Q4	–	Sell	-46	Closed	-$5K	–	43
2014 Q3	$5K	Hold	46	–	–	﹤0.01%	55
2014 Q2	$5K	Sell	46 -1,887	-98%	-$223K	﹤0.01%	55
2014 Q1	$226K	Sell	1,933 -172	-8%	-$19.9K	0.19%	32
2013 Q4	$240K	Buy	2,105 +2,059	+4,476%	+$235K	0.17%	36
2013 Q3	$5K	Sell	46 -349	-88%	-$39.5K	﹤0.01%	56
2013 Q2	$45K	Buy	+395	New	+$47K	0.04%	55

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIMU

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Institute for Wealth Management's LQD Position: Q3 2023 in Review

Institute for Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 1,875 shares — an estimated $203K sold.

Institute for Wealth Management first reported a position in LQD in Q2 2013 and held it in 14 quarters. The position peaked at $353K in Q2 2017. 1,029 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Institute for Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Institute for Wealth Management sold 1,875 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $203K.
Institute for Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 14 quarters.
Institute for Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $353K in Q2 2017.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Institute for Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.