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

Outlook 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
Q2 		– Sell
-7,041
Closed -$767K – 275
2024
Q1 		$767K Buy
+7,041
New +$765K 0.24% 84
2023
Q4 		– Sell
-36,184
Closed -$3.69M – 261
2023
Q3 		$3.69M Buy
36,184
+147
+0.4% +$15.5K 1.41% 16
2023
Q2 		$3.9M Buy
+36,037
New +$3.9M 1.47% 17
2022
Q1 		– Sell
-1,785
Closed -$237K – 208
2021
Q4 		$237K Sell
1,785
-23,954
-93% -$3.18M 0.07% 188
2021
Q3 		$3.42M Buy
25,739
+144
+0.6% +$19.5K 1.12% 24
2021
Q2 		$3.44M Sell
25,595
-17,275
-40% -$2.28M 1.1% 26
2021
Q1 		$5.58M Sell
42,870
-11,482
-21% -$1.53M 1.94% 12
2020
Q4 		$7.51M Buy
54,352
+3,334
+7% +$454K 2.73% 6
2020
Q3 		$6.87M Sell
51,018
-5,850
-10% -$798K 2.73% 8
2020
Q2 		$7.65M Buy
56,868
+34,236
+151% +$4.45M 3.24% 7
2020
Q1 		$2.79M Buy
+22,632
New +$2.88M 1.58% 18

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Outlook Wealth Advisors's LQD Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 7,041 shares — an estimated $767K sold.

Outlook Wealth Advisors first reported a position in LQD in Q1 2020 and held it in 11 quarters. The position peaked at $7.65M in Q2 2020. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,041 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $767K.
  • Outlook Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
  • Outlook Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.65M in Q2 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.