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

SigFig Wealth Management’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
-10,959
Closed -$1.19M – 128
2024
Q1 		$1.19M Sell
10,959
-14,636
-57% -$1.59M 0.04% 95
2023
Q4 		$2.83M Buy
25,595
+7,537
+42% +$785K 0.11% 70
2023
Q3 		$1.84M Buy
+18,058
New +$1.9M 0.07% 78
2022
Q4 		– Sell
-6,217
Closed -$419K – 107
2022
Q3 		$419K Buy
+6,217
New +$685K 0.02% 89
2021
Q2 		– Sell
-15,277
Closed -$1.99M – 83
2021
Q1 		$1.99M Sell
15,277
-10,530
-41% -$1.4M 0.12% 47
2020
Q4 		$3.56M Buy
25,807
+5,734
+29% +$781K 0.26% 34
2020
Q3 		$2.71M Buy
20,073
+7,877
+65% +$1.07M 0.25% 33
2020
Q2 		$1.64M Buy
+12,196
New +$1.59M 0.18% 36

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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return