Contravisory Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Contravisory Investment 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
2025 Q1	–	Sell	-16	Closed	-$1.71K	–	418
2024 Q4	$1.71K	Hold	16	–	–	﹤0.01%	360
2024 Q3	$1.81K	Hold	16	–	–	﹤0.01%	336
2024 Q2	$1.71K	Hold	16	–	–	﹤0.01%	338
2024 Q1	$1.74K	Hold	16	–	–	﹤0.01%	339
2023 Q4	$1.77K	Hold	16	–	–	﹤0.01%	353
2023 Q3	$1.63K	Buy	+16	New	+$1.69K	﹤0.01%	302
2022 Q1	–	Sell	-298	Closed	-$39K	–	364
2021 Q4	$39K	Buy	+298	New	+$39.6K	0.01%	233
2021 Q1	–	Sell	-829	Closed	-$115K	–	280
2020 Q4	$115K	Sell	829 -1,136	-58%	-$155K	0.04%	180
2020 Q3	$265K	Buy	+1,965	New	+$268K	0.09%	128

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Contravisory Investment Management's LQD Position: Q1 2025 in Review

Contravisory Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 16 shares — an estimated $1.71K sold.

Contravisory Investment Management first reported a position in LQD in Q3 2020 and held it in 9 quarters. The position peaked at $265K in Q3 2020. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Contravisory Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 16 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.71K.
Contravisory Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
Contravisory Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $265K in Q3 2020.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.