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

Cutler 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
2023
Q4 		– Sell
-3,038
Closed -$316K – 4021
2023
Q3 		$309K Buy
+3,038
New +$320K 0.03% 583
2023
Q2 		– Sell
-4,695
Closed -$508K – 3920
2023
Q1 		$514K Buy
4,695
+4,300
+1,089% +$466K 0.05% 346
2022
Q4 		$41K Buy
+395
New +$41.3K ﹤0.01% 1714
2022
Q3 		– Sell
-25,807
Closed -$2.84M – 5256
2022
Q2 		$2.84M Sell
25,807
-7,883
-23% -$890K 0.2% 105
2022
Q1 		$4.07M Buy
33,690
+28,190
+513% +$3.52M 0.21% 87
2021
Q4 		$728K Buy
5,500
+1,800
+49% +$239K 0.03% 578
2021
Q3 		$492K Buy
3,700
+2,200
+147% +$297K 0.02% 797
2021
Q2 		$201K Buy
+1,500
New +$198K 0.01% 1343
2020
Q4 		– Sell
-5,000
Closed -$681K – 5205
2020
Q3 		$673K Sell
5,000
-22,173
-82% -$3.02M 0.04% 437
2020
Q2 		$3.65M Sell
27,173
-6,827
-20% -$888K 0.24% 77
2020
Q1 		$4.2M Buy
34,000
+30,500
+871% +$3.89M 0.22% 86
2019
Q4 		$447K Sell
3,500
-1,000
-22% -$127K 0.03% 487
2019
Q3 		$573K Buy
+4,500
New +$567K 0.05% 321
2018
Q1 		– Sell
-55
Closed -$6.5K – 4888
2017
Q4 		$6K Sell
55
-900
-94% -$109K ﹤0.01% 3493
2017
Q3 		$115K Sell
955
-100
-9% -$12.1K ﹤0.01% 1554
2017
Q2 		$127K Buy
+1,055
New +$126K ﹤0.01% 1664
2016
Q2 		– Sell
-2,376
Closed -$285K – 6997
2016
Q1 		$282K Buy
+2,376
New +$273K 0.02% 808

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cutler Group's LQD Position: Q4 2023 in Review

Cutler Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 3,038 shares — an estimated $316K sold.

Cutler Group first reported a position in LQD in Q1 2016 and held it in 17 quarters. The position peaked at $4.2M in Q1 2020. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Cutler Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 3,038 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $316K.
  • Cutler Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 17 quarters.
  • Cutler Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.2M in Q1 2020.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.