Intercontinental Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Intercontinental Wealth Advisors’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	$1.11M	Buy	10,227 +2	+0%	+$216	0.26%	86
2023 Q1	$1.12M	Buy	+10,225	New	+$1.11M	0.29%	78
2017 Q4	–	Sell	-2,742	Closed	-$332K	–	161
2017 Q3	$332K	Sell	2,742 -16,942	-86%	-$2.05M	0.2%	78
2017 Q2	$2.37M	Buy	+19,684	New	+$2.35M	1.52%	19

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

Intercontinental Wealth Advisors's LQD Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.02% in Q2 2023, buying an estimated $216 and bringing the position to 10,227 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #86.

Intercontinental Wealth Advisors first reported a position in LQD in Q2 2017 and has held it in 4 quarters since. The position peaked at $2.37M in Q2 2017. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Intercontinental Wealth Advisors held 10,227 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.11M as of Q2 2023.
Intercontinental Wealth Advisors bought 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $216.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.26% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #86 holding.
Intercontinental Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 4 quarters since.
Intercontinental Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.37M in Q2 2017.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.