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Spirit of America Management Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Spirit of America Management Corp’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
-357
Closed -$37.9K – 315
2024
Q1 		$37.9K Buy
+357
New +$38.8K 0.01% 276

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Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JSTA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $52B AUM 24.53% 1-Year Est. Return

Spirit of America Management Corp's LQD Position: Q2 2024 in Review

Spirit of America Management Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 357 shares — an estimated $37.9K sold.

Spirit of America Management Corp first reported a position in LQD in Q1 2024 and held it in 1 quarter. The position peaked at $37.9K in Q1 2024. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Spirit of America Management Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Spirit of America Management Corp sold 357 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $37.9K.
  • Spirit of America Management Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Spirit of America Management Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $37.9K in Q1 2024.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Spirit of America Management Corp's 13F filing for Q2 2024, filed 25 Jul 2024.