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

Regimen Wealth’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
Q2 		– Sell
-6,256
Closed -$681K – 67
2024
Q1 		$681K Buy
6,256
+2
+0% +$217 0.24% 35
2023
Q4 		$692K Buy
6,254
+2,045
+49% +$213K 0.26% 33
2023
Q3 		$429K Buy
+4,209
New +$444K 0.18% 41

Other funds holding LQD

Bank of America
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
Fisher Asset Management
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.89T AUM 35.08% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Regimen Wealth's LQD Position: Q2 2024 in Review

Regimen Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 6,256 shares — an estimated $681K sold.

Regimen Wealth first reported a position in LQD in Q3 2023 and held it in 3 quarters. The position peaked at $692K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Regimen Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Regimen Wealth sold 6,256 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $681K.
  • Regimen Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Regimen Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $692K in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Regimen Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.