Tranquilli Financial Advisor’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tranquilli Financial Advisor’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	-10,747	Closed	-$1.1M	–	105
2023 Q3	$1.1M	Buy	10,747 +4,572	+74%	+$482K	0.79%	29
2023 Q2	$668K	Buy	6,175 +876	+17%	+$94.7K	0.47%	43
2023 Q1	$581K	Sell	5,299 -1,734	-25%	-$188K	0.43%	41
2022 Q4	$741K	Buy	7,033 +1,925	+38%	+$201K	0.56%	27
2022 Q3	$523K	Buy	5,108 +2,692	+111%	+$297K	0.41%	25
2022 Q2	$266K	Sell	2,416 -6,921	-74%	-$781K	0.2%	55
2022 Q1	$1.13M	Buy	9,337 +1,685	+22%	+$210K	0.8%	32
2021 Q4	$1.01M	Buy	+7,652	New	+$1.02M	0.71%	38
2021 Q1	–	Sell	-5,588	Closed	-$772K	–	77
2020 Q4	$772K	Buy	+5,588	New	+$761K	0.7%	39

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

Tranquilli Financial Advisor's LQD Position: Q4 2023 in Review

Tranquilli Financial Advisor sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 10,747 shares — an estimated $1.1M sold.

Tranquilli Financial Advisor first reported a position in LQD in Q4 2020 and held it in 9 quarters. The position peaked at $1.13M in Q1 2022. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

Tranquilli Financial Advisor reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Tranquilli Financial Advisor sold 10,747 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $1.1M.
Tranquilli Financial Advisor first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Tranquilli Financial Advisor's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q1 2022.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2023, filed 14 Feb 2024.