T
LQD icon

TRUADVICE’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TRUADVICE’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 		$265K Sell
2,589
-163
-6% -$17.2K 0.1% 186
2023
Q2 		$290K Buy
+2,752
New +$298K 0.11% 186
2021
Q2 		– Sell
-1,749
Closed -$229K – 318
2021
Q1 		$229K Sell
1,749
-3,716
-68% -$494K 0.07% 251
2020
Q4 		$743K Sell
5,465
-5,900
-52% -$804K 0.23% 105
2020
Q3 		$1.53M Buy
+11,365
New +$1.55M 0.62% 42

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRUADVICE's LQD Position: Q3 2023 in Review

TRUADVICE reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.9% in Q3 2023, selling an estimated $17.2K and leaving 2,589 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #186.

TRUADVICE first reported a position in LQD in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.53M in Q3 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • TRUADVICE held 2,589 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $265K as of Q3 2023.
  • TRUADVICE sold 163 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $17.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #186 holding.
  • TRUADVICE first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 5 quarters since.
  • TRUADVICE's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.53M in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.