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

Quattro 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
2023
Q3 		– Sell
-1,930
Closed -$209K – 90
2023
Q2 		$209K Buy
+1,930
New +$209K 0.08% 78
2022
Q3 		– Sell
-2,449
Closed -$269K – 88
2022
Q2 		$269K Hold
2,449
– – 0.09% 70
2022
Q1 		$296K Hold
2,449
– – 0.1% 68
2021
Q4 		$325K Buy
+2,449
New +$325K 0.11% 82
2021
Q2 		– Sell
-1,924
Closed -$251K – 97
2021
Q1 		$251K Sell
1,924
-150,159
-99% -$20M 0.06% 88
2020
Q4 		$20.7M Buy
152,083
+852
+0.6% +$116K 5.46% 6
2020
Q3 		$20.5M Buy
151,231
+3,752
+3% +$512K 4.94% 6
2020
Q2 		$20M Buy
+147,479
New +$19.2M 5.25% 7
2020
Q1 		– Sell
-34,154
Closed -$4.39M – 54
2019
Q4 		$4.39M Sell
34,154
-623
-2% -$79.3K 1.41% 17
2019
Q3 		$4.43M Buy
34,777
+25,953
+294% +$3.27M 1.35% 18
2019
Q2 		$1.09M Buy
+8,824
New +$1.06M 0.34% 26
2018
Q2 		– Sell
-1,629
Closed -$191K – 80
2018
Q1 		$191K Sell
1,629
-1,248
-43% -$147K 0.08% 44
2017
Q4 		$346K Sell
2,877
-6,627
-70% -$802K 0.1% 53
2017
Q3 		$1.15M Sell
9,504
-104,482
-92% -$12.6M 0.34% 45
2017
Q2 		$13.7M Buy
113,986
+2,402
+2% +$287K 5.6% 3
2017
Q1 		$8.46M Buy
+111,584
New +$13.1M 4.25% 8

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Quattro Financial Advisors's LQD Position: Q3 2023 in Review

Quattro Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 1,930 shares — an estimated $209K sold.

Quattro Financial Advisors first reported a position in LQD in Q1 2017 and held it in 16 quarters. The position peaked at $20.7M in Q4 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Quattro Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Quattro Financial Advisors sold 1,930 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $209K.
  • Quattro Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and held it in 16 quarters.
  • Quattro Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20.7M in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Quattro Financial Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.