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Journey Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Journey Advisory Group’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
Q4 		– Sell
-2,358
Closed -$241K – 219
2023
Q3 		$241K Hold
2,358
– – 0.04% 196
2023
Q2 		$255K Sell
2,358
-137
-5% -$14.8K 0.04% 202
2023
Q1 		$273K Sell
2,495
-186
-7% -$20.1K 0.04% 195
2022
Q4 		$283K Sell
2,681
-5,116
-66% -$535K 0.07% 183
2022
Q3 		$799K Sell
7,797
-450
-5% -$49.6K 0.2% 99
2022
Q2 		$945K Sell
8,247
-1,693
-17% -$191K 0.22% 99
2022
Q1 		$1.2M Sell
9,940
-112
-1% -$14K 0.3% 80
2021
Q4 		$1.33M Sell
10,052
-1,296
-11% -$172K 0.37% 63
2021
Q3 		$1.51M Sell
11,348
-142
-1% -$19.2K 0.49% 53
2021
Q2 		$1.54M Buy
11,490
+375
+3% +$49.4K 0.49% 56
2021
Q1 		$1.45M Buy
11,115
+4,030
+57% +$536K 0.51% 54
2020
Q4 		$979K Buy
+7,085
New +$965K 0.37% 67

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Journey Advisory Group's LQD Position: Q4 2023 in Review

Journey Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,358 shares — an estimated $241K sold.

Journey Advisory Group first reported a position in LQD in Q4 2020 and held it in 12 quarters. The position peaked at $1.54M in Q2 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Journey Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Advisory Group sold 2,358 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $241K.
  • Journey Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
  • Journey Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54M in Q2 2021.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Journey Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.