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

Pacific Capital 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
-230
Closed -$26K – 447
2024
Q3 		$26K Buy
+230
New +$25.4K ﹤0.01% 206

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Capital Wealth Advisors's LQD Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 230 shares — an estimated $26K sold.

Pacific Capital Wealth Advisors first reported a position in LQD in Q3 2024 and held it in 1 quarter. The position peaked at $26K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 230 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $26K.
  • Pacific Capital Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $26K in Q3 2024.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.