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

Kiely Wealth 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
2024
Q4 		$12.8K Hold
119
– – 0.01% 186
2024
Q3 		$12.9K Hold
119
– – 0.01% 184
2024
Q2 		$13K Buy
+119
New +$12.7K 0.01% 167

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's LQD Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2024 at 119 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #186.

Kiely Wealth Advisory Group first reported a position in LQD in Q2 2024 and has held it in 3 quarters since. The position peaked at $13K in Q2 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Kiely Wealth Advisory Group held 119 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #186 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13K in Q2 2024.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.