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

MFA 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
2024 Q4	–	Sell	-188	Closed	-$21.2K	–	250
2024 Q3	$21.2K	Hold	188	–	–	﹤0.01%	260
2024 Q2	$20.1K	Buy	+188	New	+$20.1K	﹤0.01%	262
2021 Q3	–	Sell	-6,057	Closed	-$814K	–	63
2021 Q2	$814K	Sell	6,057 -86,256	-93%	-$11.4M	0.37%	37
2021 Q1	$12M	Buy	92,313 +17,925	+24%	+$2.38M	5.83%	3
2020 Q4	$10.3M	Buy	74,388 +1,677	+2%	+$228K	9.15%	2
2020 Q3	$9.79M	Buy	72,711 +15,588	+27%	+$2.13M	10.41%	2
2020 Q2	$7.68M	Buy	+57,123	New	+$7.43M	4.97%	4
2020 Q1	–	Sell	-2,729	Closed	-$350K	–	52
2019 Q4	$350K	Hold	2,729	–	–	0.25%	33
2019 Q3	$348K	Hold	2,729	–	–	0.28%	33
2019 Q2	$339K	Sell	2,729 -852	-24%	-$102K	0.26%	35
2019 Q1	$426K	Sell	3,581 -449	-11%	-$52K	0.28%	45
2018 Q4	$454K	Hold	4,030	–	–	0.45%	26
2018 Q3	$452K	Hold	4,030	–	–	0.34%	39
2018 Q2	$466K	Sell	4,030 -532	-12%	-$61.3K	0.31%	42
2018 Q1	$524K	Sell	4,562 -43	-0.9%	-$5.08K	0.4%	35
2017 Q4	$552K	Buy	+4,605	New	+$557K	0.38%	42

Other funds holding LQD

MYLI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AIMU

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFA Wealth Advisors's LQD Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 188 shares — an estimated $21.2K sold.

MFA Wealth Advisors first reported a position in LQD in Q4 2017 and held it in 16 quarters. The position peaked at $12M in Q1 2021. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 188 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $21.2K.
MFA Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 16 quarters.
MFA Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12M in Q1 2021.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.