Signature Estate & Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Signature Estate & Investment 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
2024 Q1	–	Sell	-9,823	Closed	-$1.09M	–	191
2023 Q4	$1.09M	Sell	9,823 -1,003	-9%	-$104K	0.03%	100
2023 Q3	$1.1M	Sell	10,826 -3,782	-26%	-$399K	0.04%	89
2023 Q2	$1.58M	Sell	14,608 -1,009	-6%	-$109K	0.05%	80
2023 Q1	$1.71M	Buy	15,617 +2,561	+20%	+$277K	0.06%	79
2022 Q4	$1.38M	Buy	+13,056	New	+$1.37M	0.05%	86

Other funds holding LQD

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signature Estate & Investment Advisors's LQD Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 9,823 shares — an estimated $1.09M sold.

Signature Estate & Investment Advisors first reported a position in LQD in Q4 2022 and held it in 5 quarters. The position peaked at $1.71M in Q1 2023. 1,050 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Signature Estate & Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Signature Estate & Investment Advisors sold 9,823 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.09M.
Signature Estate & Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Signature Estate & Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.71M in Q1 2023.
1,050 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.