Albion Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Albion Financial Group’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	-950	Closed	-$107K	–	690
2024 Q3	$107K	Sell	950 -462	-33%	-$51.1K	0.01%	198
2024 Q2	$151K	Sell	1,412 -1,023	-42%	-$109K	0.01%	193
2024 Q1	$265K	Sell	2,435 -8,719	-78%	-$947K	0.02%	163
2023 Q4	$1.23M	Buy	+11,154	New	+$1.16M	0.1%	99
2023 Q3	–	Sell	-25,485	Closed	-$2.76M	–	492
2023 Q2	$2.76M	Buy	+25,485	New	+$2.76M	0.24%	68

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

Albion Financial Group's LQD Position: Q4 2024 in Review

Albion Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 950 shares — an estimated $107K sold.

Albion Financial Group first reported a position in LQD in Q2 2023 and held it in 5 quarters. The position peaked at $2.76M in Q2 2023. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Albion Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Albion Financial Group sold 950 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $107K.
Albion Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
Albion Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.76M in Q2 2023.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Albion Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.