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

AlphaMark 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
2024
Q4 		$512K Buy
4,791
+775
+19% +$84.8K 0.22% 75
2024
Q3 		$454K Buy
4,016
+3,298
+459% +$365K 0.16% 81
2024
Q2 		$77K Buy
718
+307
+75% +$32.8K 0.03% 302
2024
Q1 		$45K Buy
411
+26
+7% +$2.83K 0.02% 356
2023
Q4 		$43K Buy
385
+375
+3,750% +$39.1K 0.02% 356
2023
Q3 		$1K Hold
10
– – ﹤0.01% 700
2023
Q2 		$1K Hold
10
– – ﹤0.01% 588
2023
Q1 		$1K Hold
10
– – ﹤0.01% 583
2022
Q4 		$1K Hold
10
– – ﹤0.01% 555
2022
Q3 		$1K Hold
10
– – ﹤0.01% 642
2022
Q2 		$1K Hold
10
– – ﹤0.01% 592
2022
Q1 		$1K Hold
10
– – ﹤0.01% 584
2021
Q4 		$1K Hold
10
– – ﹤0.01% 551
2021
Q3 		$1K Hold
10
– – ﹤0.01% 554
2021
Q2 		$1K Hold
10
– – ﹤0.01% 546
2021
Q1 		$1K Hold
10
– – ﹤0.01% 528
2020
Q4 		$1K Hold
10
– – ﹤0.01% 493
2020
Q3 		$1K Hold
10
– – ﹤0.01% 517
2020
Q2 		$1K Hold
10
– – ﹤0.01% 516
2020
Q1 		$1K Buy
+10
New +$1.27K ﹤0.01% 527
2018
Q4 		– Sell
-15
Closed -$2K – 495
2018
Q3 		$2K Hold
15
– – ﹤0.01% 471
2018
Q2 		$2K Hold
15
– – ﹤0.01% 487
2018
Q1 		$2K Hold
15
– – ﹤0.01% 475
2017
Q4 		$2K Hold
15
– – ﹤0.01% 475
2017
Q3 		$2K Sell
15
-100
-87% -$12.1K ﹤0.01% 469
2017
Q2 		$14K Buy
115
+100
+667% +$12K 0.01% 311
2017
Q1 		$2K Hold
15
– – ﹤0.01% 465
2016
Q4 		$2K Buy
+15
New +$1.78K ﹤0.01% 433
2013
Q4 		– Sell
-1,586
Closed -$180K – 298
2013
Q3 		$180K Sell
1,586
-1,451
-48% -$164K 0.11% 97
2013
Q2 		$345K Buy
+3,037
New +$361K 0.21% 82

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaMark Advisors's LQD Position: Q4 2024 in Review

AlphaMark Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q4 2024, buying an estimated $84.8K and bringing the position to 4,791 shares worth $512K. The position accounts for 0.22% of the portfolio, ranked #75.

AlphaMark Advisors first reported a position in LQD in Q2 2013 and has held it in 30 quarters since. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • AlphaMark Advisors held 4,791 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $512K as of Q4 2024.
  • AlphaMark Advisors bought 775 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $84.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of AlphaMark Advisors's portfolio in Q4 2024, its #75 holding.
  • AlphaMark Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • 1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.