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Tradition Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-13,643
Closed -$1.51M – 848
2023
Q4 		$1.51M Buy
13,643
+4,467
+49% +$465K 0.16% 112
2023
Q3 		$936K Buy
9,176
+8,748
+2,044% +$922K 0.11% 126
2023
Q2 		$46K Sell
428
-10
-2% -$1.08K 0.01% 648
2023
Q1 		$48K Sell
438
-3,168
-88% -$343K 0.01% 616
2022
Q4 		$380K Buy
3,606
+2,050
+132% +$215K 0.05% 200
2022
Q3 		$159K Buy
1,556
+1,042
+203% +$115K 0.02% 289
2022
Q2 		$57K Buy
514
+188
+58% +$21.2K 0.01% 439
2022
Q1 		$39K Sell
326
-87
-21% -$10.9K 0.01% 566
2021
Q4 		$55K Sell
413
-71
-15% -$9.44K 0.01% 510
2021
Q3 		$64K Sell
484
-12
-2% -$1.62K 0.01% 445
2021
Q2 		$67K Sell
496
-26,048
-98% -$3.43M 0.01% 470
2021
Q1 		$3.45M Sell
26,544
-7,432
-22% -$989K 0.6% 53
2020
Q4 		$4.69M Buy
+33,976
New +$4.63M 0.91% 31

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's LQD Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 13,643 shares — an estimated $1.51M sold.

Tradition Wealth Management first reported a position in LQD in Q4 2020 and held it in 13 quarters. The position peaked at $4.69M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 13,643 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.51M.
  • Tradition Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.69M in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.