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

Phoenix 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 Q1	–	Sell	-3,976	Closed	-$440K	–	451
2023 Q4	$440K	Buy	3,976 +671	+20%	+$69.9K	0.01%	250
2023 Q3	$337K	Buy	+3,305	New	+$348K	0.01%	274
2022 Q2	–	Sell	-3,056	Closed	-$370K	–	405
2022 Q1	$370K	Buy	+3,056	New	+$381K	0.01%	315
2021 Q1	–	Sell	-1,480	Closed	-$204K	–	440
2020 Q4	$204K	Buy	+1,480	New	+$202K	0.01%	351

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

Phoenix Financial's LQD Position: Q1 2024 in Review

Phoenix Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 3,976 shares — an estimated $440K sold.

Phoenix Financial first reported a position in LQD in Q4 2020 and held it in 4 quarters. The position peaked at $440K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Phoenix Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Phoenix Financial sold 3,976 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $440K.
Phoenix Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Phoenix Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $440K 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 Phoenix Financial's 13F filing for Q1 2024, filed 15 May 2024.