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Carmichael Hill & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Carmichael Hill & Associates’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 		$613K Buy
5,430
+25
+0.5% +$2.77K 0.22% 84
2024
Q2 		$579K Buy
5,405
+4
+0.1% +$427 0.23% 79
2024
Q1 		$588K Buy
5,401
+2,304
+74% +$250K 0.23% 79
2023
Q4 		$343K Buy
3,097
+678
+28% +$70.6K 0.14% 122
2023
Q3 		$247K Buy
2,419
+4
+0.2% +$422 0.11% 139
2023
Q2 		$261K Buy
2,415
+1,339
+124% +$145K 0.12% 140
2023
Q1 		$118K Buy
1,076
+18
+2% +$1.95K 0.06% 217
2022
Q4 		$112K Sell
1,058
-141
-12% -$14.8K 0.06% 222
2022
Q3 		$123K Sell
1,199
-147
-11% -$16.2K 0.07% 201
2022
Q2 		$148K Sell
1,346
-276
-17% -$31.2K 0.08% 193
2022
Q1 		$196K Sell
1,622
-786
-33% -$98K 0.09% 176
2021
Q4 		$319K Buy
2,408
+666
+38% +$88.5K 0.14% 132
2021
Q3 		$232K Buy
1,742
+12
+0.7% +$1.62K 0.12% 154
2021
Q2 		$232K Buy
1,730
+7
+0.4% +$923 0.12% 152
2021
Q1 		$224K Buy
1,723
+59
+4% +$7.85K 0.12% 145
2020
Q4 		$230K Buy
1,664
+157
+10% +$21.4K 0.14% 136
2020
Q3 		$203K Buy
1,507
+798
+113% +$109K 0.14% 133
2020
Q2 		$95K Buy
709
+3
+0.4% +$390 0.07% 198
2020
Q1 		$87K Sell
706
-199
-22% -$25.4K 0.08% 184
2019
Q4 		$116K Buy
+905
New +$115K 0.08% 184

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 $4.81B AUM 4.62% 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

Carmichael Hill & Associates's LQD Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.46% in Q3 2024, buying an estimated $2.77K and bringing the position to 5,430 shares worth $613K. The position accounts for 0.22% of the portfolio, ranked #84.

Carmichael Hill & Associates first reported a position in LQD in Q4 2019 and has held it in 20 quarters since. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Carmichael Hill & Associates held 5,430 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $613K as of Q3 2024.
  • Carmichael Hill & Associates bought 25 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $2.77K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Carmichael Hill & Associates's portfolio in Q3 2024, its #84 holding.
  • Carmichael Hill & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.