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

Sutton Wealth 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
2023
Q3 		$722K Sell
7,077
-1,225
-15% -$129K 0.36% 51
2023
Q2 		$898K Sell
8,302
-557
-6% -$60.2K 0.44% 44
2023
Q1 		$971K Sell
8,859
-859
-9% -$93K 0.52% 33
2022
Q4 		$1.02M Sell
9,718
-459
-5% -$48K 0.39% 44
2022
Q3 		$1.04M Sell
10,177
-2,082
-17% -$229K 0.42% 42
2022
Q2 		$1.35M Sell
12,259
-5,401
-31% -$610K 0.54% 36
2022
Q1 		$2.14M Sell
17,660
-2,781
-14% -$347K 0.74% 29
2021
Q4 		$2.71M Sell
20,441
-4,292
-17% -$570K 0.9% 25
2021
Q3 		$3.29M Sell
24,733
-609
-2% -$82.3K 1.21% 19
2021
Q2 		$3.4M Buy
25,342
+573
+2% +$75.5K 1.24% 18
2021
Q1 		$3.22M Buy
24,769
+1,374
+6% +$183K 1.27% 17
2020
Q4 		$3.23M Buy
23,395
+873
+4% +$119K 1.37% 17
2020
Q3 		$3.03M Buy
22,522
+4,651
+26% +$634K 1.47% 16
2020
Q2 		$2.4M Buy
17,871
+6,980
+64% +$908K 1.26% 17
2020
Q1 		$1.35M Buy
10,891
+1,774
+19% +$226K 0.85% 25
2019
Q4 		$1.17M Buy
9,117
+1,868
+26% +$238K 0.6% 32
2019
Q3 		$924K Buy
7,249
+2,854
+65% +$360K 0.52% 38
2019
Q2 		$547K Buy
4,395
+190
+5% +$22.8K 0.31% 52
2019
Q1 		$501K Sell
4,205
-287
-6% -$33.2K 0.29% 58
2018
Q4 		$507K Sell
4,492
-3,421
-43% -$385K 0.33% 55
2018
Q3 		$909K Sell
7,913
-2,325
-23% -$268K 0.6% 24
2018
Q2 		$1.17M Sell
10,238
-4,083
-29% -$470K 0.82% 18
2018
Q1 		$1.68M Sell
14,321
-1,337
-9% -$158K 1.2% 13
2017
Q4 		$1.9M Sell
15,658
-927
-6% -$112K 1.39% 10
2017
Q3 		$2.01M Sell
16,585
-68
-0.4% -$8.22K 1.53% 10
2017
Q2 		$2.01M Buy
16,653
+239
+1% +$28.6K 1.59% 10
2017
Q1 		$1.94M Sell
16,414
-58
-0.4% -$6.81K 1.62% 10
2016
Q4 		$1.93M Buy
16,472
+7
+0% +$832 1.73% 9
2016
Q3 		$2.03M Sell
16,465
-750
-4% -$92.4K 1.85% 8
2016
Q2 		$2.11M Sell
17,215
-84
-0.5% -$10.1K 1.99% 7
2016
Q1 		$2.06M Buy
+17,299
New +$1.99M 1.95% 7

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
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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's LQD Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q3 2023, selling an estimated $129K and leaving 7,077 shares worth $722K. The position accounts for 0.36% of the portfolio, ranked #51.

Sutton Wealth Advisors first reported a position in LQD in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.4M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Sutton Wealth Advisors held 7,077 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $722K as of Q3 2023.
  • Sutton Wealth Advisors sold 1,225 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $129K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.36% of Sutton Wealth Advisors's portfolio in Q3 2023, its #51 holding.
  • Sutton Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.4M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.