Surience Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Surience Private Wealth’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	-28,235	Closed	-$3.19M	–	29
2024 Q3	$3.19M	Sell	28,235 -10,882	-28%	-$1.2M	3.26%	14
2024 Q2	$4.19M	Buy	39,117 +11,526	+42%	+$1.23M	5.39%	8
2024 Q1	$3.01M	Buy	+27,591	New	+$3M	2.85%	16
2023 Q3	–	Sell	-3,334	Closed	-$361K	–	29
2023 Q2	$361K	Sell	3,334 -26,486	-89%	-$2.86M	0.52%	21
2023 Q1	$3.27M	Buy	29,820 +26,792	+885%	+$2.9M	4.82%	7
2022 Q4	$319K	Hold	3,028	–	–	0.42%	20
2022 Q3	$310K	Hold	3,028	–	–	0.8%	14
2022 Q2	$333K	Sell	3,028 -625	-17%	-$70.6K	0.5%	12
2022 Q1	$442K	Buy	+3,653	New	+$456K	0.39%	20

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

Surience Private Wealth's LQD Position: Q4 2024 in Review

Surience Private Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 28,235 shares — an estimated $3.19M sold.

Surience Private Wealth first reported a position in LQD in Q1 2022 and held it in 9 quarters. The position peaked at $4.19M in Q2 2024. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Surience Private Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Surience Private Wealth sold 28,235 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $3.19M.
Surience Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
Surience Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.19M in Q2 2024.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Surience Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.