Lumature Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lumature Wealth Partners’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 Q2	$31.6K	Hold	292	–	–	0.02%	247
2023 Q1	$32K	Sell	292 -89	-23%	-$9.64K	0.02%	244
2022 Q4	$40.2K	Sell	381 -1,414	-79%	-$148K	0.02%	231
2022 Q3	$184K	Sell	1,795 -1,891	-51%	-$208K	0.1%	163
2022 Q2	$406K	Sell	3,686 -14,665	-80%	-$1.66M	0.18%	91
2022 Q1	$2.22M	Sell	18,351 -11	-0.1%	-$1.37K	0.89%	19
2021 Q4	$2.43M	Sell	18,362 -625	-3%	-$83.1K	0.95%	18
2021 Q3	$2.53M	Buy	18,987 +292	+2%	+$39.5K	1.03%	15
2021 Q2	$2.51M	Buy	18,695 +934	+5%	+$123K	1.04%	19
2021 Q1	$2.31M	Buy	17,761 +5,409	+44%	+$720K	1.21%	19
2020 Q4	$1.71M	Buy	+12,352	New	+$1.68M	1.61%	13

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Lumature Wealth Partners's LQD Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2023 at 292 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #247.

Lumature Wealth Partners first reported a position in LQD in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.53M in Q3 2021. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Lumature Wealth Partners held 292 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $31.6K as of Q2 2023.
Lumature Wealth Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2023.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #247 holding.
Lumature Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.53M in Q3 2021.
1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.