McClarren Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

McClarren Financial 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	-41	Closed	-$4K	–	402
2023 Q3	$4K	Buy	+41	New	+$4.32K	﹤0.01%	284
2022 Q4	–	Sell	-545	Closed	-$55K	–	417
2022 Q3	$55K	Buy	+545	New	+$60.1K	0.05%	121
2022 Q2	–	Sell	-537	Closed	-$64K	–	161
2022 Q1	$64K	Buy	537 +1	+0.2%	+$125	0.05%	110
2021 Q4	$71K	Buy	536 +5	+0.9%	+$665	0.05%	115
2021 Q3	$70K	Buy	531 +3	+0.6%	+$405	0.05%	96
2021 Q2	$70K	Buy	528 +3	+0.6%	+$395	0.06%	99
2021 Q1	$68K	Buy	525 +2	+0.4%	+$266	0.06%	96
2020 Q4	$72K	Buy	+523	New	+$71.2K	0.07%	88

Other funds holding LQD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

McClarren Financial Advisors's LQD Position: Q4 2023 in Review

McClarren Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 41 shares — an estimated $4K sold.

McClarren Financial Advisors first reported a position in LQD in Q4 2020 and held it in 8 quarters. The position peaked at $72K in Q4 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

McClarren Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
McClarren Financial Advisors sold 41 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $4K.
McClarren Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
McClarren Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $72K in Q4 2020.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on McClarren Financial Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.