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

Pine Harbor 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	-1,770	Closed	-$200K	–	103
2024 Q3	$200K	Buy	+1,770	New	+$196K	0.1%	100
2024 Q2	–	Sell	-1,846	Closed	-$201K	–	100
2024 Q1	$201K	Buy	1,846 +8	+0.4%	+$869	0.13%	95
2023 Q4	$203K	Buy	+1,838	New	+$191K	0.15%	94

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pine Harbor Wealth Management's LQD Position: Q4 2024 in Review

Pine Harbor Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 1,770 shares — an estimated $200K sold.

Pine Harbor Wealth Management first reported a position in LQD in Q4 2023 and held it in 3 quarters. The position peaked at $203K in Q4 2023. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Pine Harbor Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Pine Harbor Wealth Management sold 1,770 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $200K.
Pine Harbor Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Pine Harbor Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $203K in Q4 2023.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

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