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Almanack Investment Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Almanack Investment Partners’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
-2,114
Closed -$229K – 176
2023
Q2 		$229K Buy
+2,114
New +$229K 0.04% 152
2022
Q1 		– Sell
-2,049
Closed -$272K – 517
2021
Q4 		$272K Buy
+2,049
New +$272K 0.02% 399
2021
Q3 		– Sell
-1,592
Closed -$214K – 535
2021
Q2 		$214K Sell
1,592
-813
-34% -$107K 0.02% 391
2021
Q1 		$313K Sell
2,405
-38,859
-94% -$5.17M 0.03% 304
2020
Q4 		$5.7M Sell
41,264
-243,235
-85% -$33.1M 0.65% 40
2020
Q3 		$38.4M Buy
284,499
+239,383
+531% +$32.6M 4.72% 3
2020
Q2 		$6.07M Buy
45,116
+35,821
+385% +$4.66M 1.08% 25
2020
Q1 		$1.15M Buy
9,295
+529
+6% +$67.4K 0.25% 56
2019
Q4 		$1.12M Sell
8,766
-5,809
-40% -$740K 0.21% 64
2019
Q3 		$1.86M Buy
14,575
+474
+3% +$59.7K 0.36% 50
2019
Q2 		$1.75M Buy
+14,101
New +$1.69M 0.41% 41
2017
Q3 		– Sell
-3,785
Closed -$456K – 176
2017
Q2 		$456K Sell
3,785
-87
-2% -$10.4K 0.26% 65
2017
Q1 		$457K Sell
3,872
-7,337
-65% -$862K 0.34% 51
2016
Q4 		$1.31M Buy
+11,209
New +$1.33M 1.09% 27

Other funds holding LQD

Bank of America
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's LQD Position: Q3 2023 in Review

Almanack Investment Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 2,114 shares — an estimated $229K sold.

Almanack Investment Partners first reported a position in LQD in Q4 2016 and held it in 14 quarters. The position peaked at $38.4M in Q3 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Almanack Investment Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 2,114 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $229K.
  • Almanack Investment Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 14 quarters.
  • Almanack Investment Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38.4M in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Almanack Investment Partners's 13F filing for Q3 2023, filed 5 Oct 2023.