Pettinga Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pettinga Financial 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 Q1	–	Sell	-4,675	Closed	-$517K	–	124
2023 Q4	$517K	Buy	4,675 +1,036	+28%	+$108K	0.14%	78
2023 Q3	$371K	Buy	+3,639	New	+$384K	0.11%	76
2023 Q2	–	Sell	-2,138	Closed	-$234K	–	106
2023 Q1	$234K	Buy	+2,138	New	+$232K	0.07%	92
2022 Q4	–	Sell	-4,202	Closed	-$430K	–	108
2022 Q3	$430K	Buy	+4,202	New	+$463K	0.15%	66
2019 Q4	–	Sell	-2,390	Closed	-$305K	–	89
2019 Q3	$305K	Buy	2,390 +11	+0.5%	+$1.39K	0.16%	72
2019 Q2	$296K	Buy	+2,379	New	+$286K	0.15%	76
2019 Q1	–	Sell	-2,230	Closed	-$252K	–	98
2018 Q4	$252K	Buy	+2,230	New	+$251K	0.17%	75

Other funds holding LQD

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Pettinga Financial Advisors's LQD Position: Q1 2024 in Review

Pettinga Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 4,675 shares — an estimated $517K sold.

Pettinga Financial Advisors first reported a position in LQD in Q4 2018 and held it in 7 quarters. The position peaked at $517K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Pettinga Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Pettinga Financial Advisors sold 4,675 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $517K.
Pettinga Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Pettinga Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $517K in Q4 2023.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Pettinga Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.