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

Wells Financial 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
2024 Q4	–	Sell	-122	Closed	-$13.8K	–	91
2024 Q3	$13.8K	Buy	+122	New	+$13.5K	0.02%	71
2021 Q4	–	Sell	-13,889	Closed	-$1.85M	–	63
2021 Q3	$1.85M	Buy	13,889 +312	+2%	+$42.2K	1.56%	18
2021 Q2	$1.82M	Sell	13,577 -878	-6%	-$116K	1.54%	18
2021 Q1	$1.88M	Buy	14,455 +3,580	+33%	+$476K	1.69%	17
2020 Q4	$1.5M	Buy	+10,875	New	+$1.48M	1.28%	18

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wells Financial Advisors's LQD Position: Q4 2024 in Review

Wells Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 122 shares — an estimated $13.8K sold.

Wells Financial Advisors first reported a position in LQD in Q4 2020 and held it in 5 quarters. The position peaked at $1.88M in Q1 2021. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Wells Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 122 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $13.8K.
Wells Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Wells Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.88M in Q1 2021.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.