Visionary Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Visionary Wealth 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
2023 Q3	–	Sell	-15,497	Closed	-$1.68M	–	467
2023 Q2	$1.68M	Buy	+15,497	New	+$1.68M	0.13%	155
2021 Q3	–	Sell	-1,547	Closed	-$208K	–	341
2021 Q2	$208K	Sell	1,547 -8,287	-84%	-$1.09M	0.02%	315
2021 Q1	$1.28M	Sell	9,834 -5,263	-35%	-$700K	0.13%	131
2020 Q4	$2.08M	Buy	15,097 +10,969	+266%	+$1.49M	0.23%	97
2020 Q3	$556K	Sell	4,128 -259	-6%	-$35.3K	0.08%	150
2020 Q2	$590K	Sell	4,387 -32,682	-88%	-$4.25M	0.09%	140
2020 Q1	$4.58M	Buy	37,069 +3,873	+12%	+$494K	0.86%	36
2019 Q4	$4.25M	Buy	+33,196	New	+$4.23M	0.76%	41

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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Visionary Wealth Advisors's LQD Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 15,497 shares — an estimated $1.68M sold.

Visionary Wealth Advisors first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $4.58M in Q1 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Visionary Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 15,497 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1.68M.
Visionary Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Visionary Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.58M in Q1 2020.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.