Valley Wealth Managers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-6	Closed	-$654	–	393
2024 Q1	$654	Sell	6 -34	-85%	-$3.69K	﹤0.01%	290
2023 Q4	$4.43K	Hold	40	–	–	﹤0.01%	286
2023 Q3	$4.08K	Sell	40 -5,403	-99%	-$570K	﹤0.01%	318
2023 Q2	$589K	Sell	5,443 -16	-0.3%	-$1.73K	0.05%	118
2023 Q1	$598K	Sell	5,459 -509	-9%	-$55.1K	0.05%	119
2022 Q4	$629K	Sell	5,968 -619	-9%	-$64.8K	0.06%	120
2022 Q3	$675K	Sell	6,587 -213	-3%	-$23.5K	0.07%	117
2022 Q2	$748K	Buy	+6,800	New	+$768K	0.07%	117

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

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

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

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

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

Valley Wealth Managers's LQD Position: Q2 2024 in Review

Valley Wealth Managers sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 6 shares — an estimated $654 sold.

Valley Wealth Managers first reported a position in LQD in Q2 2022 and held it in 8 quarters. The position peaked at $748K in Q2 2022. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Valley Wealth Managers reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $654.
Valley Wealth Managers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Valley Wealth Managers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $748K in Q2 2022.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.