Sunesis Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sunesis Advisors’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	-19,683	Closed	-$2.22M	–	43
2024 Q3	$2.22M	Hold	19,683	–	–	1.34%	13
2024 Q2	$2.11M	Hold	19,683	–	–	1.25%	16
2024 Q1	$2.14M	Hold	19,683	–	–	1.25%	16
2023 Q4	$2.18M	Sell	19,683 -15,865	-45%	-$1.65M	1.33%	15
2023 Q3	$3.63M	Buy	+35,548	New	+$3.75M	2.57%	6
2023 Q1	$3.9M	Sell	35,548 -5,352	-13%	-$580K	2.8%	6
2022 Q4	$4.31M	Hold	40,900	–	–	2.76%	8
2022 Q3	$4.19M	Sell	40,900 -942	-2%	-$104K	2.88%	8
2022 Q2	$4.6M	Buy	41,842 +801	+2%	+$90.4K	2.99%	8
2022 Q1	$4.96M	Buy	41,041 +8	+0%	+$998	2.87%	8
2021 Q4	$5.44M	Hold	41,033	–	–	3.99%	5
2021 Q3	$5.46M	Hold	41,033	–	–	4.22%	5
2021 Q2	$5.51M	Hold	41,033	–	–	4.22%	5
2021 Q1	$5.34M	Hold	41,033	–	–	4.26%	5
2020 Q4	$5.67M	Hold	41,033	–	–	4.58%	4
2020 Q3	$5.53M	Hold	41,033	–	–	4.92%	4
2020 Q2	$5.52M	Hold	41,033	–	–	5.08%	5
2020 Q1	$5.07M	Buy	41,033 +3	+0%	+$382	5.1%	4
2019 Q4	$5.25M	Sell	41,030 -120	-0.3%	-$15.3K	4.78%	5
2019 Q3	$5.25M	Buy	41,150 +4	+0%	+$504	5.44%	4
2019 Q2	$5.12M	Hold	41,146	–	–	5.48%	4
2019 Q1	$4.9M	Hold	41,146	–	–	4.94%	4
2018 Q4	$4.64M	Hold	41,146	–	–	5.06%	4
2018 Q3	$4.73M	Hold	41,146	–	–	4.77%	4
2018 Q2	$4.71M	Buy	+41,146	New	+$4.74M	5.78%	5

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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

Sunesis Advisors's LQD Position: Q4 2024 in Review

Sunesis Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 19,683 shares — an estimated $2.22M sold.

Sunesis Advisors first reported a position in LQD in Q2 2018 and held it in 25 quarters. The position peaked at $5.67M in Q4 2020. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Sunesis Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Sunesis Advisors sold 19,683 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $2.22M.
Sunesis Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 25 quarters.
Sunesis Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.67M in Q4 2020.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Sunesis Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.