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

Source Financial 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 Q3	$516K	Sell	4,565 -18	-0.4%	-$1.99K	0.15%	69
2024 Q2	$491K	Buy	4,583 +413	+10%	+$44.1K	0.15%	69
2024 Q1	$454K	Buy	4,170 +1,080	+35%	+$117K	0.14%	74
2023 Q4	$342K	Sell	3,090 -82	-3%	-$8.54K	0.11%	95
2023 Q3	$324K	Sell	3,172 -3,331	-51%	-$351K	0.11%	97
2023 Q2	$703K	Buy	6,503 +54	+0.8%	+$5.84K	0.23%	59
2023 Q1	$707K	Buy	+6,449	New	+$698K	0.24%	62
2021 Q2	–	Sell	-16,014	Closed	-$2.08M	–	113
2021 Q1	$2.08M	Buy	16,014 +1,776	+12%	+$236K	0.56%	31
2020 Q4	$1.97M	Buy	+14,238	New	+$1.94M	0.53%	29

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

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

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Source Financial Advisors's LQD Position: Q3 2024 in Review

Source Financial Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.39% in Q3 2024, selling an estimated $1.99K and leaving 4,565 shares worth $516K. The position accounts for 0.15% of the portfolio, ranked #69.

Source Financial Advisors first reported a position in LQD in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.08M in Q1 2021. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Source Financial Advisors held 4,565 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $516K as of Q3 2024.
Source Financial Advisors sold 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.99K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Source Financial Advisors's portfolio in Q3 2024, its #69 holding.
Source Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 9 quarters since.
Source Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.08M in Q1 2021.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.