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

VitalStone Financial’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	$2.49K	Hold	22	–	–	﹤0.01%	374
2024 Q2	$2.36K	Hold	22	–	–	﹤0.01%	377
2024 Q1	$2K	Sell	22 -16	-42%	-$1.74K	﹤0.01%	403
2023 Q4	$4K	Sell	38 -12,256	-100%	-$1.28M	﹤0.01%	349
2023 Q3	$1.26M	Buy	+12,294	New	+$1.3M	1.06%	21
2023 Q2	–	Sell	-6	Closed	-$1K	–	982
2023 Q1	$1K	Buy	+6	New	+$650	﹤0.01%	338

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 $5.29B AUM 8.96% 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

VitalStone Financial's LQD Position: Q3 2024 in Review

VitalStone Financial held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2024 at 22 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

VitalStone Financial first reported a position in LQD in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2023. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

VitalStone Financial held 22 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.49K as of Q3 2024.
VitalStone Financial left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #374 holding.
VitalStone Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
VitalStone Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.26M in Q3 2023.
1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.