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Wallace Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wallace Advisory Group’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
Q4 		– Sell
-2,108
Closed -$228K – 173
2023
Q3 		$228K Hold
2,108
– – 0.16% 152
2023
Q2 		$231K Hold
2,108
– – 0.18% 140
2023
Q1 		$231K Hold
2,108
– – 0.18% 140
2022
Q4 		$222K Buy
+2,108
New +$221K 0.18% 134

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Wallace Advisory Group's LQD Position: Q4 2023 in Review

Wallace Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,108 shares — an estimated $228K sold.

Wallace Advisory Group first reported a position in LQD in Q4 2022 and held it in 4 quarters. The position peaked at $231K in Q2 2023. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Wallace Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 2,108 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $228K.
  • Wallace Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Wallace Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $231K in Q2 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.