True Link Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

True Link Financial Advisors’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	-7,500	Closed	-$830K	–	71
2023 Q4	$830K	Hold	7,500	–	–	0.09%	33
2023 Q3	$765K	Hold	7,500	–	–	0.09%	61
2023 Q2	$811K	Hold	7,500	–	–	0.1%	62
2023 Q1	$822K	Hold	7,500	–	–	0.1%	64
2022 Q4	$791K	Sell	7,500 -299	-4%	-$31.3K	0.11%	61
2022 Q3	$799K	Hold	7,799	–	–	0.12%	63
2022 Q2	$858K	Sell	7,799 -1,012	-11%	-$114K	0.13%	65
2022 Q1	$1.07M	Sell	8,811 -9,522	-52%	-$1.19M	0.15%	54
2021 Q4	$2.43M	Sell	18,333 -1,949	-10%	-$259K	0.32%	28
2021 Q3	$2.7M	Sell	20,282 -575	-3%	-$77.7K	0.37%	26
2021 Q2	$2.8M	Sell	20,857 -72,144	-78%	-$9.51M	0.41%	24
2021 Q1	$12.1M	Buy	93,001 +15,106	+19%	+$2.01M	1.75%	12
2020 Q4	$10.8M	Buy	+77,895	New	+$10.6M	1.69%	14

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

True Link Financial Advisors's LQD Position: Q1 2024 in Review

True Link Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 7,500 shares — an estimated $830K sold.

True Link Financial Advisors first reported a position in LQD in Q4 2020 and held it in 13 quarters. The position peaked at $12.1M in Q1 2021. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

True Link Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
True Link Financial Advisors sold 7,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $830K.
True Link Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.1M in Q1 2021.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.