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Petix & Botte Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Petix & Botte Financial’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
-93,163
Closed -$10.1M – 142
2024
Q1 		$10.1M Buy
+93,163
New +$10.1M 2.52% 13

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

Petix & Botte Financial's LQD Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 93,163 shares — an estimated $10.1M sold.

Petix & Botte Financial first reported a position in LQD in Q1 2024 and held it in 1 quarter. The position peaked at $10.1M in Q1 2024. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 93,163 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $10.1M.
  • Petix & Botte Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.1M in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.