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

WestHill 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
2023 Q3	–	Sell	-1,000	Closed	-$108K	–	118
2023 Q2	$108K	Sell	1,000 -500	-33%	-$54.1K	0.03%	74
2023 Q1	$164K	Hold	1,500	–	–	0.05%	66
2022 Q4	$158K	Buy	1,500 +1,000	+200%	+$105K	0.05%	66
2022 Q3	$51K	Buy	+500	New	+$55.1K	0.02%	78

Other funds holding LQD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WestHill Financial Advisors's LQD Position: Q3 2023 in Review

WestHill Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 1,000 shares — an estimated $108K sold.

WestHill Financial Advisors first reported a position in LQD in Q3 2022 and held it in 4 quarters. The position peaked at $164K in Q1 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

WestHill Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $108K.
WestHill Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
WestHill Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $164K in Q1 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on WestHill Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.