Strengthening Families & Communities LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Strengthening Families & Communities LLC’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 Q4	–	Sell	-3	Closed	-$345	–	465
2024 Q3	$345	Hold	3	–	–	﹤0.01%	554
2024 Q2	$0	Buy	+3	New	+$320	﹤0.01%	612
2023 Q1	–	Sell	-118	Closed	-$12K	–	389
2022 Q4	$12K	Hold	118	–	–	0.01%	223
2022 Q3	$12K	Hold	118	–	–	0.01%	319
2022 Q2	$14K	Hold	118	–	–	0.01%	206
2022 Q1	$14K	Hold	118	–	–	0.01%	205
2021 Q4	$14	Buy	+118	New	+$15.7K	﹤0.01%	185

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AIMU

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strengthening Families & Communities LLC's LQD Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 3 shares — an estimated $345 sold.

Strengthening Families & Communities LLC first reported a position in LQD in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q2 2022. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Strengthening Families & Communities LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Strengthening Families & Communities LLC sold 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $345.
Strengthening Families & Communities LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Strengthening Families & Communities LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14K in Q2 2022.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.