SWS Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SWS Partners’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	-2,073	Closed	-$222K	–	215
2024 Q2	$222K	Sell	2,073 -333	-14%	-$35.5K	0.07%	112
2024 Q1	$262K	Hold	2,406	–	–	0.08%	108
2023 Q4	$266K	Hold	2,406	–	–	0.09%	105
2023 Q3	$245K	Sell	2,406 -8	-0.3%	-$844	0.09%	108
2023 Q2	$261K	Sell	2,414 -3	-0.1%	-$324	0.09%	106
2023 Q1	$265K	Buy	+2,417	New	+$262K	0.1%	110
2022 Q4	–	Sell	-2,035	Closed	-$208K	–	91
2022 Q3	$208K	Buy	+2,035	New	+$224K	0.1%	103
2018 Q2	–	Sell	-306	Closed	-$36K	–	218
2018 Q1	$36K	Hold	306	–	–	0.03%	170
2017 Q4	$37K	Buy	+306	New	+$37K	0.03%	174

Other funds holding LQD

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 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWS Partners's LQD Position: Q3 2024 in Review

SWS Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,073 shares — an estimated $222K sold.

SWS Partners first reported a position in LQD in Q4 2017 and held it in 9 quarters. The position peaked at $266K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

SWS Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 2,073 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $222K.
SWS Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
SWS Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $266K in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.