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

Tyler-Stone 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 Q3	–	Sell	-150	Closed	-$16.1K	–	674
2024 Q2	$16.1K	Sell	150 -50	-25%	-$5.34K	0.01%	563
2024 Q1	$21.8K	Hold	200	–	–	0.01%	507
2023 Q4	$22.1K	Hold	200	–	–	0.01%	486
2023 Q3	$20K	Hold	200	–	–	0.01%	483
2023 Q2	$22K	Buy	+200	New	+$21.6K	0.01%	471
2022 Q4	$21K	Hold	200	–	–	0.01%	442
2022 Q3	$20K	Sell	200 -1,090	-84%	-$120K	0.02%	436
2022 Q2	$142K	Hold	1,290	–	–	0.09%	190
2022 Q1	$156K	Hold	1,290	–	–	0.09%	205
2021 Q4	$171K	Buy	+1,290	New	+$171K	0.09%	206

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

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

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tyler-Stone Wealth Management's LQD Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 150 shares — an estimated $16.1K sold.

Tyler-Stone Wealth Management first reported a position in LQD in Q4 2021 and held it in 10 quarters. The position peaked at $171K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $16.1K.
Tyler-Stone Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $171K in Q4 2021.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.