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

Regal Wealth 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
Q4 		$9.51M Buy
87,205
+3,030
+4% +$316K 5.87% 4
2023
Q3 		$8.59M Buy
84,175
+295
+0.4% +$31.1K 5.86% 5
2023
Q2 		$8.85M Buy
83,880
+4,510
+6% +$488K 5.81% 4
2023
Q1 		$8.61M Sell
79,370
-2,869
-3% -$311K 6.12% 4
2022
Q4 		$8.67M Sell
82,239
-71
-0.1% -$7.43K 6.37% 4
2022
Q3 		$8.24M Buy
82,310
+71,189
+640% +$7.85M 6.36% 4
2022
Q2 		$1.22M Buy
11,121
+474
+4% +$53.5K 0.88% 22
2022
Q1 		$1.24M Sell
10,647
-488
-4% -$60.9K 0.77% 23
2021
Q4 		$1.48M Sell
11,135
-767
-6% -$102K 0.83% 24
2021
Q3 		$1.58M Sell
11,902
-511
-4% -$69.1K 0.95% 24
2021
Q2 		$1.67M Sell
12,413
-70,214
-85% -$9.26M 0.99% 24
2021
Q1 		$10.7M Buy
82,627
+1,573
+2% +$209K 6.31% 5
2020
Q4 		$11.2M Buy
81,054
+26,742
+49% +$3.64M 6.83% 5
2020
Q3 		$7.32M Buy
54,312
+1,805
+3% +$246K 5.7% 5
2020
Q2 		$7.06M Sell
52,507
-795
-1% -$103K 5.83% 5
2020
Q1 		$6.58M Sell
53,302
-21,505
-29% -$2.74M 6.45% 5
2019
Q4 		$9.57M Sell
74,807
-932
-1% -$119K 6.2% 5
2019
Q3 		$9.65M Buy
75,739
+152
+0.2% +$19.1K 6.63% 5
2019
Q2 		$9.4M Buy
75,587
+1,414
+2% +$170K 6.52% 5
2019
Q1 		$8.83M Buy
74,173
+1,221
+2% +$141K 6.35% 5
2018
Q4 		$8.23M Sell
72,952
-3,950
-5% -$444K 7.5% 5
2018
Q3 		$8.84M Buy
76,902
+44,303
+136% +$5.11M 6.05% 6
2018
Q2 		$3.73M Sell
32,599
-42,968
-57% -$4.95M 3.98% 9
2018
Q1 		$8.87M Sell
75,567
-970
-1% -$115K 6.84% 5
2017
Q4 		$9.3M Buy
76,537
+2,759
+4% +$334K 6.58% 5
2017
Q3 		$8.94M Buy
73,778
+2,378
+3% +$287K 6.6% 5
2017
Q2 		$8.6M Buy
71,400
+14,958
+27% +$1.79M 6.68% 5
2017
Q1 		$6.66M Buy
56,442
+591
+1% +$69.4K 5.08% 6
2016
Q4 		$6.54M Sell
55,851
-43,826
-44% -$5.21M 5.32% 6
2016
Q3 		$12.3M Buy
99,677
+3,158
+3% +$389K 11.15% 2
2016
Q2 		$11.8M Buy
96,519
+388
+0.4% +$46.5K 11.16% 2
2016
Q1 		$11.4M Buy
96,131
+425
+0.4% +$48.8K 11.01% 3
2015
Q4 		$10.9M Buy
+95,706
New +$11.1M 10.77% 2

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Regal Wealth Group's LQD Position: Q4 2023 in Review

Regal Wealth Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q4 2023, buying an estimated $316K and bringing the position to 87,205 shares worth $9.51M. The position accounts for 5.87% of the portfolio, ranked #4.

Regal Wealth Group first reported a position in LQD in Q4 2015 and has held it in 33 quarters since. The position peaked at $12.3M in Q3 2016. 1,098 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Regal Wealth Group held 87,205 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.51M as of Q4 2023.
  • Regal Wealth Group bought 3,030 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $316K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 5.87% of Regal Wealth Group's portfolio in Q4 2023, its #4 holding.
  • Regal Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 33 quarters since.
  • Regal Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.3M in Q3 2016.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.