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

Lineweaver 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 Q4	–	Sell	-31,070	Closed	-$3.17M	–	140
2023 Q3	$3.17M	Sell	31,070 -699	-2%	-$73.7K	0.92%	20
2023 Q2	$3.44M	Sell	31,769 -1,326	-4%	-$143K	0.98%	19
2023 Q1	$3.63M	Sell	33,095 -52,588	-61%	-$5.69M	1.12%	17
2022 Q4	$9.04M	Buy	85,683 +286	+0.3%	+$29.9K	2.74%	8
2022 Q3	$8.76M	Buy	+85,397	New	+$9.41M	2.84%	8

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Lineweaver Wealth Advisors's LQD Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 31,070 shares — an estimated $3.17M sold.

Lineweaver Wealth Advisors first reported a position in LQD in Q3 2022 and held it in 5 quarters. The position peaked at $9.04M in Q4 2022. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Lineweaver Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 31,070 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $3.17M.
Lineweaver Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 5 quarters.
Lineweaver Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.04M in Q4 2022.
1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.