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Clare Market Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clare Market Investments’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
-2,557
Closed -$274K – 162
2024
Q2 		$274K Sell
2,557
-9,102
-78% -$971K 0.08% 118
2024
Q1 		$1.27M Sell
11,659
-273
-2% -$29.7K 0.39% 41
2023
Q4 		$1.32M Buy
11,932
+67
+0.6% +$6.98K 0.46% 31
2023
Q3 		$1.21M Sell
11,865
-2,211
-16% -$233K 0.47% 26
2023
Q2 		$1.52M Sell
14,076
-712
-5% -$77K 0.57% 25
2023
Q1 		$1.62M Buy
14,788
+12,837
+658% +$1.39M 0.68% 21
2022
Q4 		$206K Sell
1,951
-86
-4% -$9K 0.1% 120
2022
Q3 		$209K Sell
2,037
-1,149
-36% -$127K 0.09% 120
2022
Q2 		$351K Sell
3,186
-507
-14% -$57.2K 0.15% 89
2022
Q1 		$447K Sell
3,693
-6,506
-64% -$812K 0.14% 89
2021
Q4 		$1.35M Buy
10,199
+4,783
+88% +$636K 0.38% 34
2021
Q3 		$720K Sell
5,416
-378
-7% -$51.1K 0.22% 58
2021
Q2 		$778K Sell
5,794
-1,599
-22% -$211K 0.25% 54
2021
Q1 		$962K Sell
7,393
-1,271
-15% -$169K 0.36% 43
2020
Q4 		$1.2M Sell
8,664
-1,355
-14% -$185K 0.5% 30
2020
Q3 		$1.35M Buy
10,019
+1,932
+24% +$263K 0.66% 21
2020
Q2 		$1.09M Sell
8,087
-3,726
-32% -$485K 0.65% 26
2020
Q1 		$1.46M Buy
11,813
+6,659
+129% +$849K 1.24% 18
2019
Q4 		$659K Sell
5,154
-233
-4% -$29.7K 0.48% 42
2019
Q3 		$687K Buy
5,387
+1,295
+32% +$163K 0.65% 34
2019
Q2 		$509K Sell
4,092
-3,614
-47% -$434K 0.4% 56
2019
Q1 		$918K Buy
+7,706
New +$893K 0.8% 27

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

Clare Market Investments's LQD Position: Q3 2024 in Review

Clare Market Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 2,557 shares — an estimated $274K sold.

Clare Market Investments first reported a position in LQD in Q1 2019 and held it in 22 quarters. The position peaked at $1.62M in Q1 2023. 1,043 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Clare Market Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Clare Market Investments sold 2,557 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $274K.
  • Clare Market Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 22 quarters.
  • Clare Market Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.62M in Q1 2023.
  • 1,043 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Clare Market Investments's 13F filing for Q3 2024, filed 20 Feb 2025.