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Strategic Financial Concepts’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Strategic Financial Concepts’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 		– Sell
-15,459
Closed -$71.2K – 507
2024
Q2 		$71.2K Buy
+15,459
New +$1.65M 0.04% 208

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
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Concepts's LQD Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 15,459 shares — an estimated $71.2K sold.

Strategic Financial Concepts first reported a position in LQD in Q2 2024 and held it in 1 quarter. The position peaked at $71.2K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 15,459 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $71.2K.
  • Strategic Financial Concepts first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $71.2K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.