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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Coombe, Bender & Co's LQD Position: Q2 2024 in Review

Coombe, Bender & Co reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.2% in Q2 2024, selling an estimated $63.5K and leaving 13,566 shares worth $1.45M. The position accounts for 0.86% of the portfolio, ranked #31.

Coombe, Bender & Co first reported a position in LQD in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2024. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Coombe, Bender & Co held 13,566 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.45M as of Q2 2024.
Coombe, Bender & Co sold 595 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $63.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.86% of Coombe, Bender & Co's portfolio in Q2 2024, its #31 holding.
Coombe, Bender & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54M in Q1 2024.
1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.