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Processus Wealth & Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Processus Wealth & Capital 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
Q1 		– Sell
-4,477
Closed -$495K – 35
2023
Q4 		$495K Buy
+4,477
New +$466K 0.5% 37

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
NI
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Processus Wealth & Capital Management's LQD Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 4,477 shares — an estimated $495K sold.

Processus Wealth & Capital Management first reported a position in LQD in Q4 2023 and held it in 1 quarter. The position peaked at $495K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 4,477 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $495K.
  • Processus Wealth & Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $495K 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 Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.