Cooper Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cooper Financial Group’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 Q1	–	Sell	-2,615	Closed	-$289K	–	361
2023 Q4	$289K	Sell	2,615 -1,478	-36%	-$154K	0.05%	274
2023 Q3	$418K	Buy	+4,093	New	+$432K	0.1%	215
2021 Q3	–	Sell	-1,506	Closed	-$202K	–	260
2021 Q2	$202K	Sell	1,506 -3,636	-71%	-$479K	0.04%	245
2021 Q1	$669K	Sell	5,142 -3,374	-40%	-$449K	0.15%	94
2020 Q4	$1.18M	Buy	8,516 +6,384	+299%	+$869K	0.24%	75
2020 Q3	$287K	Buy	2,132 +634	+42%	+$86.4K	0.08%	160
2020 Q2	$202K	Buy	+1,498	New	+$195K	0.07%	180
2019 Q3	–	Sell	-1,943	Closed	-$242K	–	146
2019 Q2	$242K	Sell	1,943 -696	-26%	-$83.6K	0.12%	110
2019 Q1	$314K	Sell	2,639 -546	-17%	-$63.2K	0.17%	75
2018 Q4	$359K	Buy	+3,185	New	+$358K	0.24%	65

Other funds holding LQD

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Cooper Financial Group's LQD Position: Q1 2024 in Review

Cooper Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 2,615 shares — an estimated $289K sold.

Cooper Financial Group first reported a position in LQD in Q4 2018 and held it in 10 quarters. The position peaked at $1.18M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Cooper Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Cooper Financial Group sold 2,615 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $289K.
Cooper Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Cooper Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.18M in Q4 2020.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Cooper Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.