Columbia Advisory Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Columbia Advisory Partners’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	–	Sell	-2,103	Closed	-$238K	–	68
2024 Q3	$238K	Buy	+2,103	New	+$233K	0.23%	49
2024 Q1	–	Sell	-6,159	Closed	-$682K	–	59
2023 Q4	$682K	Buy	6,159 +2,821	+85%	+$294K	0.7%	22
2023 Q3	$340K	Buy	3,338 +1,393	+72%	+$147K	0.37%	45
2023 Q2	$210K	Sell	1,945 -29,327	-94%	-$3.17M	0.22%	53
2023 Q1	$3.43M	Buy	31,272 +29,093	+1,335%	+$3.15M	3.23%	8
2022 Q4	$230K	Buy	+2,179	New	+$228K	0.22%	56

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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

Columbia Advisory Partners's LQD Position: Q4 2024 in Review

Columbia Advisory Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,103 shares — an estimated $238K sold.

Columbia Advisory Partners first reported a position in LQD in Q4 2022 and held it in 6 quarters. The position peaked at $3.43M in Q1 2023. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Columbia Advisory Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Columbia Advisory Partners sold 2,103 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $238K.
Columbia Advisory Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Columbia Advisory Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.43M in Q1 2023.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Columbia Advisory Partners's 13F filing for Q4 2024, filed 13 Jan 2025.