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Criterion Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Criterion Capital Advisors’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 		$39.3K Hold
367
– – 0.02% 150
2024
Q3 		$39.3K Hold
367
– – 0.02% 150
2024
Q2 		$39.3K Sell
367
-7
-2% -$747 0.02% 150
2024
Q1 		$40.7K Sell
374
-154
-29% -$16.7K 0.03% 149
2023
Q4 		$58.4K Buy
+528
New +$55K 0.04% 128

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Criterion Capital Advisors's LQD Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q4 2024 at 367 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #150.

Criterion Capital Advisors first reported a position in LQD in Q4 2023 and has held it in 5 quarters since. The position peaked at $58.4K in Q4 2023. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Criterion Capital Advisors held 367 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $39.3K as of Q4 2024.
  • Criterion Capital Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q4 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #150 holding.
  • Criterion Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $58.4K in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.