Stokes Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stokes Family Office’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
2023 Q4	–	Sell	-2,155	Closed	-$220K	–	285
2023 Q3	$220K	Sell	2,155 -412	-16%	-$43.4K	0.03%	292
2023 Q2	$278K	Buy	2,567 +254	+11%	+$27.5K	0.03%	253
2023 Q1	$254K	Hold	2,313	–	–	0.03%	249
2022 Q4	$244K	Sell	2,313 -56	-2%	-$5.86K	0.03%	239
2022 Q3	$243K	Buy	+2,369	New	+$261K	0.03%	232
2021 Q2	–	Sell	-3,857	Closed	-$502K	–	224
2021 Q1	$502K	Buy	+3,857	New	+$513K	0.08%	131

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $295B AUM 31.6% 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

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Stokes Family Office's LQD Position: Q4 2023 in Review

Stokes Family Office sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,155 shares — an estimated $220K sold.

Stokes Family Office first reported a position in LQD in Q1 2021 and held it in 6 quarters. The position peaked at $502K in Q1 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Stokes Family Office reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 2,155 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $220K.
Stokes Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Stokes Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $502K in Q1 2021.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.