WR Wealth Planners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WR Wealth Planners’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	$82.3K	Sell	770 -1,064	-58%	-$116K	0.03%	256
2024 Q3	$207K	Sell	1,834 -574	-24%	-$63.5K	0.06%	179
2024 Q2	$258K	Sell	2,408 -45	-2%	-$4.8K	0.08%	144
2024 Q1	$267K	Sell	2,453 -1,443	-37%	-$157K	0.08%	144
2023 Q4	$431K	Sell	3,896 -1,913	-33%	-$199K	0.16%	114
2023 Q3	$593K	Buy	5,809 +1,962	+51%	+$207K	0.23%	68
2023 Q2	$416K	Sell	3,847 -497	-11%	-$53.7K	0.16%	104
2023 Q1	$476K	Sell	4,344 -102	-2%	-$11K	0.21%	80
2022 Q4	$469K	Sell	4,446 -195	-4%	-$20.4K	0.29%	57
2022 Q3	$475K	Sell	4,641 -254	-5%	-$28K	0.33%	48
2022 Q2	$539K	Sell	4,895 -1,262	-20%	-$142K	0.35%	49
2022 Q1	$745K	Buy	+6,157	New	+$768K	0.44%	42

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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

WR Wealth Planners's LQD Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 58% in Q4 2024, selling an estimated $116K and leaving 770 shares worth $82.3K. The position accounts for 0.03% of the portfolio, ranked #256.

WR Wealth Planners first reported a position in LQD in Q1 2022 and has held it in 12 quarters since. The position peaked at $745K in Q1 2022. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

WR Wealth Planners held 770 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $82.3K as of Q4 2024.
WR Wealth Planners sold 1,064 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $116K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #256 holding.
WR Wealth Planners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $745K in Q1 2022.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.