Beaumont Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beaumont Capital Management’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 Q2	–	Sell	-4,443	Closed	-$484K	–	53
2024 Q1	$484K	Buy	4,443 +281	+7%	+$30.5K	0.36%	42
2023 Q4	$461K	Sell	4,162 -1,164	-22%	-$121K	0.35%	43
2023 Q3	$543K	Sell	5,326 -23,327	-81%	-$2.46M	0.39%	34
2023 Q2	$3.1M	Buy	28,653 +20,005	+231%	+$2.16M	2.15%	14
2023 Q1	$948K	Buy	+8,648	New	+$936K	0.66%	30
2022 Q1	–	Sell	-22,857	Closed	-$3.03M	–	46
2021 Q4	$3.03M	Buy	+22,857	New	+$3.04M	1.75%	26

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Beaumont Capital Management's LQD Position: Q2 2024 in Review

Beaumont Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 4,443 shares — an estimated $484K sold.

Beaumont Capital Management first reported a position in LQD in Q4 2021 and held it in 6 quarters. The position peaked at $3.1M in Q2 2023. 1,004 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Beaumont Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Beaumont Capital Management sold 4,443 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $484K.
Beaumont Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Beaumont Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.1M in Q2 2023.
1,004 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Beaumont Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.