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

Rise 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 Q4	–	Sell	-192	Closed	-$19.6K	–	651
2023 Q3	$19.6K	Buy	192 +2	+1%	+$211	0.02%	240
2023 Q2	$20.6K	Buy	190 +2	+1%	+$216	0.02%	236
2023 Q1	$20.6K	Buy	188 +1	+0.5%	+$108	0.02%	249
2022 Q4	$19.7K	Buy	187 +2	+1%	+$209	0.02%	252
2022 Q3	$19K	Buy	185 +2	+1%	+$220	0.02%	254
2022 Q2	$20K	Buy	183 +1	+0.5%	+$113	0.02%	238
2022 Q1	$22K	Sell	182 -703	-79%	-$87.7K	0.02%	232
2021 Q4	$117K	Buy	+885	New	+$118K	0.11%	90

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

Rise Advisors's LQD Position: Q4 2023 in Review

Rise Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 192 shares — an estimated $19.6K sold.

Rise Advisors first reported a position in LQD in Q4 2021 and held it in 8 quarters. The position peaked at $117K in Q4 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Rise Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 192 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $19.6K.
Rise Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Rise Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $117K in Q4 2021.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.