Legacy Financial Group (Iowa)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Financial Group (Iowa)’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	-2,670	Closed	-$291K	–	112
2024 Q1	$291K	Buy	+2,670	New	+$290K	0.06%	82
2023 Q4	–	Sell	-16,552	Closed	-$1.69M	–	307
2023 Q3	$1.69M	Buy	+16,552	New	+$1.75M	0.4%	40
2022 Q1	–	Sell	-10,134	Closed	-$1.32M	–	47
2021 Q4	$1.32M	Sell	10,134 -2,708	-21%	-$360K	0.57%	20
2021 Q3	$1.71M	Buy	12,842 +835	+7%	+$113K	0.51%	29
2021 Q2	$1.61M	Buy	+12,007	New	+$1.58M	0.49%	32

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

Legacy Financial Group (Iowa)'s LQD Position: Q2 2024 in Review

Legacy Financial Group (Iowa) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,670 shares — an estimated $291K sold.

Legacy Financial Group (Iowa) first reported a position in LQD in Q2 2021 and held it in 5 quarters. The position peaked at $1.71M in Q3 2021. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Legacy Financial Group (Iowa) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 2,670 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $291K.
Legacy Financial Group (Iowa) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.71M in Q3 2021.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2024, filed 17 Jul 2024.