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

TFO Wealth 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
2023 Q4	–	Sell	-22	Closed	-$2.38K	–	1026
2023 Q3	$2.38K	Hold	22	–	–	﹤0.01%	197
2023 Q2	$2.38K	Hold	22	–	–	﹤0.01%	180
2023 Q1	$2.41K	Sell	22 -5,364	-100%	-$581K	﹤0.01%	142
2022 Q4	$2.07M	Buy	5,386 +5,364	+24,382%	+$561K	0.48%	16
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	120
2022 Q2	$2K	Buy	+22	New	+$2.48K	﹤0.01%	325
2022 Q1	–	Sell	-200	Closed	-$27K	–	142
2021 Q4	$27K	Buy	+200	New	+$26.6K	0.01%	74
2020 Q4	–	Sell	-52	Closed	-$7K	–	128
2020 Q3	$7K	Buy	+52	New	+$7.09K	﹤0.01%	87
2020 Q2	–	Sell	-1,617	Closed	-$199K	–	145
2020 Q1	$199K	Sell	1,617 -1,826	-53%	-$233K	0.09%	32
2019 Q4	$440K	Buy	+3,443	New	+$438K	0.4%	20

Other funds holding LQD

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TFO Wealth Partners's LQD Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 22 shares — an estimated $2.38K sold.

TFO Wealth Partners first reported a position in LQD in Q4 2019 and held it in 10 quarters. The position peaked at $2.07M in Q4 2022. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

TFO Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 22 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $2.38K.
TFO Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
TFO Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.07M in Q4 2022.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.