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

Americana 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
2024 Q4	–	Sell	-2,827	Closed	-$319K	–	399
2024 Q3	$319K	Sell	2,827 -110	-4%	-$12.2K	0.02%	307
2024 Q2	$315K	Sell	2,937 -17,415	-86%	-$1.86M	0.02%	284
2024 Q1	$2.22M	Sell	20,352 -1,470	-7%	-$160K	0.18%	127
2023 Q4	$2.41M	Sell	21,822 -9,520	-30%	-$991K	0.23%	103
2023 Q3	$3.18M	Buy	+31,342	New	+$3.3M	0.34%	75
2022 Q4	–	Sell	-3,105	Closed	-$318K	–	262
2022 Q3	$318K	Hold	3,105	–	–	0.06%	186
2022 Q2	$341K	Sell	3,105 -2,570	-45%	-$290K	0.06%	174
2022 Q1	$686K	Buy	+5,675	New	+$708K	0.21%	99
2020 Q1	–	Sell	-6,182	Closed	-$791K	–	332
2019 Q4	$791K	Buy	+6,182	New	+$787K	0.44%	35

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

Americana Partners's LQD Position: Q4 2024 in Review

Americana Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,827 shares — an estimated $319K sold.

Americana Partners first reported a position in LQD in Q4 2019 and held it in 9 quarters. The position peaked at $3.18M in Q3 2023. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Americana Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Americana Partners sold 2,827 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $319K.
Americana Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Americana Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.18M in Q3 2023.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Americana Partners's 13F filing for Q4 2024, filed 31 Jan 2025.