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Aspire Private Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aspire Private Capital’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
-299
Closed -$33.8K – 440
2024
Q3 		$33.8K Hold
299
– – 0.01% 264
2024
Q2 		$32.1K Sell
299
-325
-52% -$34.7K 0.01% 272
2024
Q1 		$68K Sell
624
-2,266
-78% -$246K 0.02% 215
2023
Q4 		$320K Buy
2,890
+965
+50% +$100K 0.09% 118
2023
Q3 		$196K Buy
1,925
+1,606
+503% +$169K 0.06% 128
2023
Q2 		$34.5K Hold
319
– – 0.01% 238
2023
Q1 		$35K Sell
319
-25
-7% -$2.71K 0.01% 240
2022
Q4 		$36.3K Sell
344
-6
-2% -$628 0.01% 226
2022
Q3 		$36K Sell
350
-118
-25% -$13K 0.01% 228
2022
Q2 		$52K Buy
468
+71
+18% +$8.02K 0.02% 199
2022
Q1 		$48K Sell
397
-111
-22% -$13.8K 0.02% 208
2021
Q4 		$67K Sell
508
-3,352
-87% -$445K 0.02% 199
2021
Q3 		$514K Sell
3,860
-376
-9% -$50.8K 0.17% 79
2021
Q2 		$569K Sell
4,236
-6,736
-61% -$888K 0.18% 70
2021
Q1 		$1.43M Sell
10,972
-67
-0.6% -$8.91K 0.5% 37
2020
Q4 		$1.52M Sell
11,039
-9,008
-45% -$1.23M 0.58% 38
2020
Q3 		$2.7M Sell
20,047
-3,579
-15% -$488K 1.11% 23
2020
Q2 		$3.18M Buy
23,626
+23,617
+262,411% +$3.07M 1.48% 20
2020
Q1 		$1K Sell
9
-151
-94% -$19.2K ﹤0.01% 212
2019
Q4 		$20K Sell
160
-722
-82% -$91.9K 0.01% 230
2019
Q3 		$112K Sell
882
-990
-53% -$125K 0.05% 144
2019
Q2 		$233K Buy
1,872
+748
+67% +$89.8K 0.11% 103
2019
Q1 		$134K Sell
1,124
-352
-24% -$40.8K 0.07% 145
2018
Q4 		$167K Buy
+1,476
New +$166K 0.1% 118

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspire Private Capital's LQD Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 299 shares — an estimated $33.8K sold.

Aspire Private Capital first reported a position in LQD in Q4 2018 and held it in 24 quarters. The position peaked at $3.18M in Q2 2020. 1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 299 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $33.8K.
  • Aspire Private Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.18M in Q2 2020.
  • 1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.