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Coombe, Bender & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Coombe, Bender & Co’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 		$1.45M Sell
13,566
-595
-4% -$63.5K 0.86% 31
2024
Q1 		$1.54M Buy
14,161
+1,053
+8% +$114K 0.94% 30
2023
Q4 		$1.45M Buy
13,108
+915
+8% +$95.3K 0.91% 32
2023
Q3 		$1.24M Buy
12,193
+1,609
+15% +$170K 0.94% 33
2023
Q2 		$1.14M Buy
10,584
+164
+2% +$17.7K 0.83% 37
2023
Q1 		$1.14M Buy
10,420
+470
+5% +$50.9K 0.9% 38
2022
Q4 		$1.05M Sell
9,950
-1,361
-12% -$142K 0.96% 35
2022
Q3 		$1.16M Buy
11,311
+308
+3% +$33.9K 1.03% 37
2022
Q2 		$1.21M Buy
+11,003
New +$1.24M 1.03% 37

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 $5.7T 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