ACP
LQD icon

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

Aveo Capital 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
Q3 		– Sell
-2,861
Closed -$306K – 344
2024
Q2 		$306K Sell
2,861
-677
-19% -$72.3K 0.03% 256
2024
Q1 		$376K Sell
3,538
-2,245
-39% -$244K 0.04% 262
2023
Q4 		$640K Buy
5,783
+364
+7% +$37.9K 0.08% 176
2023
Q3 		$553K Buy
5,419
+123
+2% +$13K 0.07% 186
2023
Q2 		$573K Sell
5,296
-31,904
-86% -$3.45M 0.07% 187
2023
Q1 		$4.08M Buy
37,200
+29,615
+390% +$3.21M 0.54% 58
2022
Q4 		$800K Buy
7,585
+1,361
+22% +$142K 0.12% 133
2022
Q3 		$638K Buy
6,224
+250
+4% +$27.6K 0.11% 138
2022
Q2 		$657K Sell
5,974
-30,558
-84% -$3.45M 0.11% 146
2022
Q1 		$4.42M Buy
36,532
+1,002
+3% +$125K 0.78% 34
2021
Q4 		$4.71M Buy
35,530
+951
+3% +$126K 0.85% 28
2021
Q3 		$4.6M Buy
34,579
+30,794
+814% +$4.16M 0.96% 25
2021
Q2 		$509K Buy
3,785
+404
+12% +$53.3K 0.11% 160
2021
Q1 		$440K Buy
+3,381
New +$450K 0.11% 153
2020
Q4 		– Sell
-30,359
Closed -$4.09M – 130
2020
Q3 		$4.09M Buy
+30,359
New +$4.14M 1.47% 15
2020
Q2 		– Sell
-8,614
Closed -$1.06M – 111
2020
Q1 		$1.06M Sell
8,614
-4,077
-32% -$519K 0.52% 49
2019
Q4 		$1.62M Sell
12,691
-224
-2% -$28.5K 0.64% 43
2019
Q3 		$1.64M Sell
12,915
-293
-2% -$36.9K 0.68% 50
2019
Q2 		$1.65M Sell
13,208
-266
-2% -$31.9K 0.71% 48
2019
Q1 		$1.6M Buy
13,474
+674
+5% +$78.1K 0.74% 43
2018
Q4 		$1.44M Buy
12,800
+484
+4% +$54.4K 0.72% 33
2018
Q3 		$1.39M Buy
12,316
+1,324
+12% +$153K 0.62% 37
2018
Q2 		$1.26M Sell
10,992
-105
-0.9% -$12.1K 0.56% 42
2018
Q1 		$1.3M Sell
11,097
-15,977
-59% -$1.89M 0.54% 42
2017
Q4 		$3.29M Buy
27,074
+15,479
+133% +$1.87M 1.09% 14
2017
Q3 		$1.41M Buy
11,595
+1,114
+11% +$135K 0.49% 36
2017
Q2 		$1.26M Buy
10,481
+335
+3% +$40K 0.45% 38
2017
Q1 		$1.2M Sell
10,146
-11,064
-52% -$1.3M 0.44% 37
2016
Q4 		$2.48M Buy
+21,210
New +$2.52M 0.71% 20

Other funds holding LQD

Bank of America
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
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
NI
NYL Investors New York $265M AUM 3.93% 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 $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aveo Capital Partners's LQD Position: Q3 2024 in Review

Aveo Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,861 shares — an estimated $306K sold.

Aveo Capital Partners first reported a position in LQD in Q4 2016 and held it in 29 quarters. The position peaked at $4.71M in Q4 2021. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Aveo Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 2,861 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $306K.
  • Aveo Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 29 quarters.
  • Aveo Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.71M in Q4 2021.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Aveo Capital Partners's 13F filing for Q3 2024, filed 12 Nov 2024.