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Strait & Sound Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Strait & Sound 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
-2,674
Closed -$283K – 154
2024
Q1 		$283K Sell
2,674
-182
-6% -$19.8K 0.16% 105
2023
Q4 		$312K Sell
2,856
-11
-0.4% -$1.15K 0.19% 90
2023
Q3 		$292K Buy
2,867
+193
+7% +$20.4K 0.25% 90
2023
Q2 		$289K Buy
+2,674
New +$289K 0.29% 76

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $45.6B AUM 18.83% 1-Year Est. Return

Strait & Sound Wealth Management's LQD Position: Q2 2024 in Review

Strait & Sound Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,674 shares — an estimated $283K sold.

Strait & Sound Wealth Management first reported a position in LQD in Q2 2023 and held it in 4 quarters. The position peaked at $312K in Q4 2023. 1,004 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Strait & Sound Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,674 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $283K.
  • Strait & Sound Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Strait & Sound Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $312K in Q4 2023.
  • 1,004 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.