PWM
LQD icon

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

Pacific Wealth 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
Q4 		– Sell
-8,637
Closed -$976K – 21
2024
Q3 		$976K Buy
8,637
+121
+1% +$13.4K 0.45% 10
2024
Q2 		$912K Sell
8,516
-27,219
-76% -$2.9M 0.46% 11
2024
Q1 		$3.95M Hold
35,735
– – 2.26% 11
2023
Q4 		$3.95M Sell
35,735
-858
-2% -$89.3K 2.26% 11
2023
Q3 		$3.73M Sell
36,593
-6,089
-14% -$642K 2.46% 13
2023
Q2 		$4.62M Sell
42,682
-813
-2% -$87.9K 3% 9
2023
Q1 		$4.77M Buy
43,495
+682
+2% +$73.9K 3.06% 10
2022
Q4 		$4.51M Sell
42,813
-102
-0.2% -$10.7K 3.32% 10
2022
Q3 		$4.4M Sell
42,915
-1,783
-4% -$197K 3.9% 8
2022
Q2 		$4.92M Buy
44,698
+751
+2% +$84.8K 5.42% 6
2022
Q1 		$5.32M Sell
43,947
-41,165
-48% -$5.13M 4.74% 5
2021
Q4 		$11.3M Buy
85,112
+23,381
+38% +$3.11M 8.57% 4
2021
Q3 		$8.21M Buy
61,731
+213
+0.3% +$28.8K 6.86% 5
2021
Q2 		$8.27M Sell
61,518
-1,287
-2% -$170K 7% 6
2021
Q1 		$8.17M Sell
62,805
-86,042
-58% -$11.4M 7.04% 6
2020
Q4 		$20.6M Buy
+148,847
New +$20.3M 13.1% 6

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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 Wealth Management's LQD Position: Q4 2024 in Review

Pacific Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 8,637 shares — an estimated $976K sold.

Pacific Wealth Management first reported a position in LQD in Q4 2020 and held it in 16 quarters. The position peaked at $20.6M in Q4 2020. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Pacific Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Wealth Management sold 8,637 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $976K.
  • Pacific Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • Pacific Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20.6M in Q4 2020.
  • 1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Pacific Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.