Apeiron RIA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Apeiron RIA’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 Q1	–	Sell	-10,038	Closed	-$1.11M	–	214
2023 Q4	$1.11M	Buy	10,038 +4,316	+75%	+$449K	0.35%	56
2023 Q3	$584K	Buy	+5,722	New	+$603K	0.2%	89
2022 Q1	–	Sell	-2,148	Closed	-$285K	–	172
2021 Q4	$285K	Buy	+2,148	New	+$285K	0.12%	125

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apeiron RIA's LQD Position: Q1 2024 in Review

Apeiron RIA sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 10,038 shares — an estimated $1.11M sold.

Apeiron RIA first reported a position in LQD in Q4 2021 and held it in 3 quarters. The position peaked at $1.11M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Apeiron RIA reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Apeiron RIA sold 10,038 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $1.11M.
Apeiron RIA first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Apeiron RIA's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.11M in Q4 2023.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Apeiron RIA's 13F filing for Q1 2024, filed 15 Apr 2024.