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WealthPLAN Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WealthPLAN Partners’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
-4,196
Closed -$428K – 333
2023
Q3 		$428K Sell
4,196
-44
-1% -$4.64K 0.05% 224
2023
Q2 		$459K Sell
4,240
-301
-7% -$32.6K 0.06% 198
2023
Q1 		$498K Sell
4,541
-149
-3% -$16.1K 0.06% 199
2022
Q4 		$506K Buy
+4,690
New +$491K 0.04% 253
2022
Q1 		$1M Buy
8,929
+1,305
+17% +$163K 0.07% 171
2021
Q4 		$974K Sell
7,624
-107
-1% -$14.2K 0.06% 177
2021
Q3 		$1.03M Buy
7,731
+867
+13% +$117K 0.07% 165
2021
Q2 		$920K Buy
6,864
+378
+6% +$49.8K 0.06% 157
2021
Q1 		$852K Buy
6,486
+25
+0.4% +$3.33K 0.07% 160
2020
Q4 		$873K Buy
6,461
+3,714
+135% +$506K 0.07% 149
2020
Q3 		$372K Buy
+2,747
New +$375K 0.04% 226
2016
Q3 		$47.4K Sell
389
-377
-49% -$46.4K 0.02% 345
2016
Q2 		$30.1K Buy
+766
New +$91.9K ﹤0.01% 1168
2015
Q4 		$26.6K Buy
+985
New +$114K ﹤0.01% 809
2015
Q2 		– Sell
-96
Closed -$12K – 480
2015
Q1 		$12K Buy
+96
New +$11.6K 0.01% 366

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

WealthPLAN Partners's LQD Position: Q4 2023 in Review

WealthPLAN Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 4,196 shares — an estimated $428K sold.

WealthPLAN Partners first reported a position in LQD in Q1 2015 and held it in 15 quarters. The position peaked at $1.03M in Q3 2021. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • WealthPLAN Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4,196 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $428K.
  • WealthPLAN Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 15 quarters.
  • WealthPLAN Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.03M in Q3 2021.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.