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

Tilia Fiduciary 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 Q3	–	Sell	-146	Closed	-$15.8K	–	306
2023 Q2	$15.8K	Hold	146	–	–	0.01%	325
2023 Q1	$16K	Hold	146	–	–	0.02%	327
2022 Q4	$15.4K	Sell	146 -25	-15%	-$2.62K	0.01%	320
2022 Q3	$17K	Sell	171 -20	-10%	-$2.21K	0.02%	305
2022 Q2	$21K	Sell	191 -928	-83%	-$105K	0.02%	291
2022 Q1	$135K	Hold	1,119	–	–	0.11%	128
2021 Q4	$148K	Buy	+1,119	New	+$149K	0.12%	125

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Tilia Fiduciary Partners's LQD Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 146 shares — an estimated $15.8K sold.

Tilia Fiduciary Partners first reported a position in LQD in Q4 2021 and held it in 7 quarters. The position peaked at $148K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 146 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $15.8K.
Tilia Fiduciary Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $148K in Q4 2021.
1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.