Cassady Schiller Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cassady Schiller Wealth 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 Q4	$22.1K	Hold	207	–	–	0.01%	272
2024 Q3	$23.4K	Hold	207	–	–	0.01%	258
2024 Q2	$22.2K	Hold	207	–	–	0.01%	261
2024 Q1	$22.5K	Buy	207 +7	+4%	+$761	0.01%	279
2023 Q4	$22.1K	Hold	200	–	–	0.01%	268
2023 Q3	$20.4K	Hold	200	–	–	0.01%	272
2023 Q2	$21.6K	Hold	200	–	–	0.01%	278
2023 Q1	$21.9K	Hold	200	–	–	0.01%	265
2022 Q4	$21.1K	Buy	+200	New	+$20.9K	0.01%	264
2022 Q1	–	Sell	-200	Closed	-$27K	–	380
2021 Q4	$27K	Buy	+200	New	+$26.6K	0.02%	250

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassady Schiller Wealth Management's LQD Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2024 at 207 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #272.

Cassady Schiller Wealth Management first reported a position in LQD in Q4 2021 and has held it in 10 quarters since. The position peaked at $27K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Cassady Schiller Wealth Management held 207 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.1K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #272 holding.
Cassady Schiller Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $27K in Q4 2021.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.