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

Wellspring 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 Q3	–	Sell	-28,317	Closed	-$3.03M	–	174
2024 Q2	$3.03M	Sell	28,317 -2,917	-9%	-$311K	0.41%	32
2024 Q1	$3.4M	Sell	31,234 -20,668	-40%	-$2.25M	0.54%	29
2023 Q4	$5.74M	Sell	51,902 -525	-1%	-$54.7K	1.43%	22
2023 Q3	$5.35M	Sell	52,427 -335	-0.6%	-$35.3K	1.56%	19
2023 Q2	$5.71M	Buy	+52,762	New	+$5.71M	1.61%	19

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 $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

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

Wellspring Financial Advisors's LQD Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 28,317 shares — an estimated $3.03M sold.

Wellspring Financial Advisors first reported a position in LQD in Q2 2023 and held it in 5 quarters. The position peaked at $5.74M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Wellspring Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 28,317 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $3.03M.
Wellspring Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
Wellspring Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.74M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.