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 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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SigFig Wealth Management's LQD Position: Q2 2024 in Review

SigFig Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 10,959 shares — an estimated $1.19M sold.

SigFig Wealth Management first reported a position in LQD in Q2 2020 and held it in 8 quarters. The position peaked at $3.56M in Q4 2020. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

SigFig Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
SigFig Wealth Management sold 10,959 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $1.19M.
SigFig Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
SigFig Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.56M in Q4 2020.
1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.