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Mine & Arao Wealth Creation & Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-6
Closed -$654 – 242
2024
Q1 		$654 Hold
6
– – ﹤0.01% 316
2023
Q4 		$664 Hold
6
– – ﹤0.01% 307
2023
Q3 		$613 Hold
6
– – ﹤0.01% 308
2023
Q2 		$649 Hold
6
– – ﹤0.01% 318
2023
Q1 		$658 Hold
6
– – ﹤0.01% 314
2022
Q4 		$633 Hold
6
– – ﹤0.01% 310
2022
Q3 		$1K Hold
6
– – ﹤0.01% 328
2022
Q2 		$1K Hold
6
– – ﹤0.01% 314
2022
Q1 		$1K Hold
6
– – ﹤0.01% 311
2021
Q4 		$1K Hold
6
– – ﹤0.01% 311
2021
Q3 		$1K Hold
6
– – ﹤0.01% 284
2021
Q2 		$1K Hold
6
– – ﹤0.01% 279
2021
Q1 		$1K Hold
6
– – ﹤0.01% 263
2020
Q4 		$1K Hold
6
– – ﹤0.01% 262
2020
Q3 		$1K Hold
6
– – ﹤0.01% 261
2020
Q2 		$1K Hold
6
– – ﹤0.01% 230
2020
Q1 		$1K Hold
6
– – ﹤0.01% 224
2019
Q4 		$1K Buy
+6
New +$764 ﹤0.01% 234

Other funds holding LQD

Bank of America
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's LQD Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 6 shares — an estimated $654 sold.

Mine & Arao Wealth Creation & Management first reported a position in LQD in Q4 2019 and held it in 18 quarters. The position peaked at $1K in Q3 2022. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $654.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1K in Q3 2022.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.