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Colton Groome Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Colton Groome Financial Advisors’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
-2,341
Closed -$255K – 127
2024
Q1 		$255K Sell
2,341
-1,641
-41% -$178K 0.1% 101
2023
Q4 		$441K Sell
3,982
-8,965
-69% -$934K 0.19% 75
2023
Q3 		$1.32M Buy
12,947
+654
+5% +$69K 0.66% 37
2023
Q2 		$1.33M Sell
12,293
-3,475
-22% -$376K 0.62% 39
2023
Q1 		$1.73M Sell
15,768
-7,021
-31% -$760K 0.82% 33
2022
Q4 		$2.4M Buy
22,789
+4,642
+26% +$486K 1.18% 25
2022
Q3 		$1.86M Buy
18,147
+7,694
+74% +$848K 0.95% 27
2022
Q2 		$1.15M Sell
10,453
-18,407
-64% -$2.08M 0.58% 37
2022
Q1 		$3.49M Buy
28,860
+3,482
+14% +$434K 1.61% 20
2021
Q4 		$3.36M Buy
25,378
+19,987
+371% +$2.66M 1.37% 24
2021
Q3 		$717K Sell
5,391
-22
-0.4% -$2.97K 0.31% 53
2021
Q2 		$727K Buy
5,413
+312
+6% +$41.1K 0.33% 51
2021
Q1 		$663K Sell
5,101
-231
-4% -$30.7K 0.37% 35
2020
Q4 		$737K Sell
5,332
-2,032
-28% -$277K 0.48% 36
2020
Q3 		$992K Sell
7,364
-1,514
-17% -$206K 0.7% 29
2020
Q2 		$1.19M Buy
8,878
+751
+9% +$97.7K 0.87% 26
2020
Q1 		$1M Buy
8,127
+331
+4% +$42.2K 0.83% 22
2019
Q4 		$998K Sell
7,796
-565
-7% -$71.9K 0.72% 30
2019
Q3 		$1.05M Sell
8,361
-90
-1% -$11.3K 0.78% 29
2019
Q2 		$1.05M Buy
+8,451
New +$1.01M 0.84% 21

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
Fisher Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Colton Groome Financial Advisors's LQD Position: Q2 2024 in Review

Colton Groome Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,341 shares — an estimated $255K sold.

Colton Groome Financial Advisors first reported a position in LQD in Q2 2019 and held it in 20 quarters. The position peaked at $3.49M in Q1 2022. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Colton Groome Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 2,341 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $255K.
  • Colton Groome Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 20 quarters.
  • Colton Groome Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.49M in Q1 2022.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.