Polaris Wealth Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$31.1M	Buy	305,300 +1,830	+0.6%	+$193K	2.37%	9
2023 Q2	$32.8M	Sell	303,470 -90,390	-23%	-$9.77M	2.49%	7
2023 Q1	$43.2M	Buy	+393,860	New	+$42.6M	3.18%	3
2021 Q4	–	Sell	-510,375	Closed	-$67.6M	–	186
2021 Q3	$67.6M	Buy	510,375 +60,271	+13%	+$8.15M	4.04%	1
2021 Q2	$60.3M	Buy	+450,104	New	+$59.3M	3.58%	2
2021 Q1	–	Sell	-278,533	Closed	-$37.8M	–	184
2020 Q4	$37.8M	Buy	278,533 +276,804	+16,009%	+$37.7M	2.82%	5
2020 Q3	$232K	Sell	1,729 -415,178	-100%	-$56.6M	0.02%	145
2020 Q2	$56.2M	Buy	+416,907	New	+$54.2M	4.44%	2
2020 Q1	–	Sell	-31,749	Closed	-$4.1M	–	150
2019 Q4	$4.1M	Buy	+31,749	New	+$4.04M	0.27%	68
2019 Q3	–	Sell	-11,631	Closed	-$1.45M	–	170
2019 Q2	$1.45M	Buy	+11,631	New	+$1.4M	0.11%	90

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Polaris Wealth Advisory Group's LQD Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.6% in Q3 2023, buying an estimated $193K and bringing the position to 305,300 shares worth $31.1M. The position accounts for 2.37% of the portfolio, ranked #9.

Polaris Wealth Advisory Group first reported a position in LQD in Q2 2019 and has held it in 10 quarters since. The position peaked at $67.6M in Q3 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Polaris Wealth Advisory Group held 305,300 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $31.1M as of Q3 2023.
Polaris Wealth Advisory Group bought 1,830 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $193K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.37% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #9 holding.
Polaris Wealth Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 10 quarters since.
Polaris Wealth Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $67.6M in Q3 2021.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.