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

Ten Capital 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 Q2	$2.32M	Buy	21,480 +1,480	+7%	+$160K	0.67%	23
2023 Q1	$2.19M	Buy	20,000 +235	+1%	+$25.4K	0.71%	21
2022 Q4	$2.08M	Sell	19,765 -1,242	-6%	-$130K	0.84%	20
2022 Q3	$2.15M	Sell	21,007 -2,777	-12%	-$306K	0.98%	18
2022 Q2	$2.62M	Sell	23,784 -978	-4%	-$110K	1.14%	16
2022 Q1	$3M	Buy	24,762 +4,292	+21%	+$535K	1.25%	17
2021 Q4	$2.71M	Buy	20,470 +3,607	+21%	+$479K	1.11%	19
2021 Q3	$2.24M	Buy	16,863 +3,172	+23%	+$429K	1.05%	19
2021 Q2	$1.84M	Buy	13,691 +2,209	+19%	+$291K	0.42%	61
2021 Q1	$1.49M	Buy	11,482 +7,890	+220%	+$1.05M	0.36%	64
2020 Q4	$496K	Buy	+3,592	New	+$489K	0.14%	89

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

AIMU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Ten Capital Wealth Advisors's LQD Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.4% in Q2 2023, buying an estimated $160K and bringing the position to 21,480 shares worth $2.32M. The position accounts for 0.67% of the portfolio, ranked #23.

Ten Capital Wealth Advisors first reported a position in LQD in Q4 2020 and has held it in 11 quarters since. The position peaked at $3M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Ten Capital Wealth Advisors held 21,480 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.32M as of Q2 2023.
Ten Capital Wealth Advisors bought 1,480 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $160K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.67% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #23 holding.
Ten Capital Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3M in Q1 2022.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.