LifePro Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LifePro Asset 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
2024 Q3	$232K	Buy	+2,057	New	+$228K	0.14%	130
2022 Q3	–	Sell	-27,492	Closed	-$3.02M	–	104
2022 Q2	$3.02M	Sell	27,492 -2,085	-7%	-$235K	1.57%	28
2022 Q1	$3.58M	Sell	29,577 -612	-2%	-$76.3K	1.28%	29
2021 Q4	$4M	Sell	30,189 -360	-1%	-$47.8K	1.18%	29
2021 Q3	$4.06M	Sell	30,549 -359	-1%	-$48.5K	1.23%	26
2021 Q2	$4.15M	Buy	30,908 +2,153	+7%	+$284K	1.23%	25
2021 Q1	$3.74M	Buy	28,755 +4,209	+17%	+$560K	1.18%	23
2020 Q4	$3.39M	Buy	24,546 +3,872	+19%	+$527K	1.05%	25
2020 Q3	$2.79M	Buy	20,674 +3,296	+19%	+$449K	1.43%	22
2020 Q2	$2.34M	Buy	+17,378	New	+$2.26M	2.02%	20

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

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 Santa Clara, California $49.2B AUM 14.31% 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

AIMU

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePro Asset Management's LQD Position: Q3 2024 in Review

LifePro Asset Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024: 2,057 shares worth $232K. The stake represents 0.14% of the portfolio and ranks #130 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in LQD as recently as Q2 2022.

LifePro Asset Management first reported a position in LQD in Q2 2020 and has held it in 10 quarters since. The position peaked at $4.15M in Q2 2021. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

LifePro Asset Management held 2,057 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $232K as of Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new LifePro Asset Management position in Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of LifePro Asset Management's portfolio in Q3 2024, its #130 holding.
LifePro Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
LifePro Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.15M in Q2 2021.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.