Rice Partnership’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rice Partnership’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	–	Sell	-435	Closed	-$44.4K	–	130
2023 Q3	$44.4K	Buy	+435	New	+$45.9K	0.01%	111
2022 Q1	–	Sell	-48	Closed	-$6K	–	145
2021 Q4	$6K	Buy	+48	New	+$6.38K	﹤0.01%	138
2019 Q4	–	Sell	-309	Closed	-$39K	–	115
2019 Q3	$39K	Buy	+309	New	+$38.9K	0.02%	86

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Rice Partnership's LQD Position: Q4 2023 in Review

Rice Partnership sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 435 shares — an estimated $44.4K sold.

Rice Partnership first reported a position in LQD in Q3 2019 and held it in 3 quarters. The position peaked at $44.4K in Q3 2023. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Rice Partnership reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Rice Partnership sold 435 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $44.4K.
Rice Partnership first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Rice Partnership's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $44.4K in Q3 2023.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Rice Partnership's 13F filing for Q4 2023, filed 12 Feb 2024.