West Branch Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

West Branch Capital’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	-43	Closed	-$4.39K	–	454
2023 Q3	$4.39K	Hold	43	–	–	﹤0.01%	352
2023 Q2	$4.65K	Hold	43	–	–	﹤0.01%	355
2023 Q1	$4.71K	Hold	43	–	–	﹤0.01%	363
2022 Q4	$4.53K	Hold	43	–	–	﹤0.01%	356
2022 Q3	$4K	Hold	43	–	–	﹤0.01%	368
2022 Q2	$5K	Hold	43	–	–	﹤0.01%	336
2022 Q1	$5K	Hold	43	–	–	﹤0.01%	356
2021 Q4	$6K	Buy	+43	New	+$5.71K	﹤0.01%	368

Other funds holding LQD

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

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 Camas, Washington $295B AUM 31.6% 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

AIMU

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

West Branch Capital's LQD Position: Q4 2023 in Review

West Branch Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 43 shares — an estimated $4.39K sold.

West Branch Capital first reported a position in LQD in Q4 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

West Branch Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 43 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $4.39K.
West Branch Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
West Branch Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6K in Q4 2021.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.