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

Pure 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
Q3 		– Sell
-2,689
Closed -$288K – 335
2024
Q2 		$288K Buy
+2,689
New +$287K 0.01% 257
2015
Q1 		– Sell
-2,154
Closed -$257K – 64
2014
Q4 		$257K Buy
+2,154
New +$257K 0.09% 52

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
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pure Financial Advisors's LQD Position: Q3 2024 in Review

Pure Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,689 shares — an estimated $288K sold.

Pure Financial Advisors first reported a position in LQD in Q4 2014 and held it in 2 quarters. The position peaked at $288K in Q2 2024. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Pure Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 2,689 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $288K.
  • Pure Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Pure Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $288K in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Pure Financial Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.