Atwood & Palmer’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Atwood & Palmer’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
2025 Q1	–	Sell	-257	Closed	-$27.5K	–	471
2024 Q4	$27.5K	Hold	257	–	–	﹤0.01%	265
2024 Q3	$29K	Buy	+257	New	+$28.4K	﹤0.01%	264
2021 Q3	–	Sell	-34	Closed	-$5K	–	438
2021 Q2	$5K	Hold	34	–	–	﹤0.01%	364
2021 Q1	$4K	Sell	34 -229	-87%	-$30.5K	﹤0.01%	396
2020 Q4	$36K	Buy	+263	New	+$35.8K	﹤0.01%	233
2017 Q1	–	Sell	-1,079	Closed	-$126K	–	325
2016 Q4	$126K	Hold	1,079	–	–	0.02%	129
2016 Q3	$133K	Hold	1,079	–	–	0.02%	132
2016 Q2	$132K	Hold	1,079	–	–	0.02%	134
2016 Q1	$128K	Hold	1,079	–	–	0.02%	132
2015 Q4	$123K	Buy	1,079 +34	+3%	+$3.93K	0.02%	147
2015 Q3	$121K	Buy	1,045 +995	+1,990%	+$115K	0.02%	143
2015 Q2	$6K	Hold	50	–	–	﹤0.01%	322
2015 Q1	$6K	Hold	50	–	–	﹤0.01%	294
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	329
2014 Q3	$6K	Buy	+50	New	+$5.94K	﹤0.01%	335

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atwood & Palmer's LQD Position: Q1 2025 in Review

Atwood & Palmer sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 257 shares — an estimated $27.5K sold.

Atwood & Palmer first reported a position in LQD in Q3 2014 and held it in 15 quarters. The position peaked at $133K in Q3 2016. 1,034 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Atwood & Palmer reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 257 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $27.5K.
Atwood & Palmer first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and held it in 15 quarters.
Atwood & Palmer's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $133K in Q3 2016.
1,034 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.