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

Cypress Capital 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 Q4	–	Sell	-2,785	Closed	-$315K	–	289
2024 Q3	$315K	Sell	2,785 -546	-16%	-$60.4K	0.04%	259
2024 Q2	$357K	Sell	3,331 -630	-16%	-$67.2K	0.04%	239
2024 Q1	$431K	Sell	3,961 -573	-13%	-$62.3K	0.05%	226
2023 Q4	$502K	Sell	4,534 -2,530	-36%	-$263K	0.07%	219
2023 Q3	$721K	Sell	7,064 -3,374	-32%	-$356K	0.1%	173
2023 Q2	$1.13M	Sell	10,438 -1,945	-16%	-$210K	0.16%	130
2023 Q1	$1.36M	Sell	12,383 -2,558	-17%	-$277K	0.21%	109
2022 Q4	$1.58M	Sell	14,941 -7,120	-32%	-$745K	0.24%	92
2022 Q3	$2.26M	Sell	22,061 -16,557	-43%	-$1.82M	0.38%	69
2022 Q2	$4.25M	Sell	38,618 -22,406	-37%	-$2.53M	0.65%	46
2022 Q1	$7.38M	Buy	61,024 +7,063	+13%	+$881K	0.91%	28
2021 Q4	$7.15M	Sell	53,961 -7,816	-13%	-$1.04M	0.9%	31
2021 Q3	$8.22M	Buy	61,777 +3,468	+6%	+$469K	1.12%	24
2021 Q2	$7.83M	Sell	58,309 -4	-0%	-$527	1.06%	24
2021 Q1	$7.58M	Buy	58,313 +2,746	+5%	+$365K	1.08%	24
2020 Q4	$7.68M	Buy	55,567 +10,230	+23%	+$1.39M	1.16%	23
2020 Q3	$6.11M	Buy	45,337 +10,775	+31%	+$1.47M	1.02%	29
2020 Q2	$4.65M	Buy	34,562 +1,435	+4%	+$187K	0.85%	33
2020 Q1	$4.09M	Buy	33,127 +2,693	+9%	+$343K	0.94%	32
2019 Q4	$3.89M	Sell	30,434 -575	-2%	-$73.2K	0.69%	43
2019 Q3	$3.95M	Buy	31,009 +2,235	+8%	+$282K	0.76%	42
2019 Q2	$3.58M	Buy	28,774 +458	+2%	+$55K	0.71%	46
2019 Q1	$3.37M	Sell	28,316 -1,393	-5%	-$161K	0.69%	47
2018 Q4	$3.35M	Sell	29,709 -20,184	-40%	-$2.27M	0.77%	43
2018 Q3	$5.73M	Sell	49,893 -7,742	-13%	-$892K	1.09%	25
2018 Q2	$6.6M	Sell	57,635 -1,363	-2%	-$157K	1.36%	20
2018 Q1	$6.92M	Buy	58,998 +1,822	+3%	+$215K	1.45%	20
2017 Q4	$6.95M	Buy	57,176 +844	+1%	+$102K	1.45%	20
2017 Q3	$6.83M	Buy	56,332 +500	+0.9%	+$60.4K	1.46%	20
2017 Q2	$6.73M	Sell	55,832 -16	-0%	-$1.91K	1.49%	20
2017 Q1	$6.58M	Sell	55,848 -5,189	-9%	-$609K	1.54%	18
2016 Q4	$7.15M	Buy	61,037 +445	+0.7%	+$52.9K	1.7%	16
2016 Q3	$7.46M	Buy	60,592 +408	+0.7%	+$50.3K	1.78%	15
2016 Q2	$7.39M	Buy	60,184 +95	+0.2%	+$11.4K	1.73%	16
2016 Q1	$7.14M	Buy	60,089 +397	+0.7%	+$45.6K	1.75%	17
2015 Q4	$6.8M	Sell	59,692 -2,500	-4%	-$289K	1.64%	18
2015 Q3	$7.22M	Buy	62,192 +275	+0.4%	+$31.8K	1.78%	14
2015 Q2	$7.17M	Sell	61,917 -2,995	-5%	-$355K	1.65%	16
2015 Q1	$7.9M	Buy	64,912 +4,425	+7%	+$537K	1.8%	11
2014 Q4	$7.22M	Sell	60,487 -915	-1%	-$109K	1.67%	12
2014 Q3	$7.26M	Buy	61,402 +2,074	+3%	+$247K	1.72%	11
2014 Q2	$7.08M	Buy	59,328 +5,265	+10%	+$623K	1.66%	14
2014 Q1	$6.32M	Buy	54,063 +3,258	+6%	+$378K	1.55%	16
2013 Q4	$5.8M	Sell	50,805 -8,908	-15%	-$1.02M	1.43%	22
2013 Q3	$6.78M	Sell	59,713 -66,871	-53%	-$7.57M	1.68%	13
2013 Q2	$14.4M	Buy	+126,584	New	+$15.1M	3.01%	3

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Capital Group's LQD Position: Q4 2024 in Review

Cypress Capital Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,785 shares — an estimated $315K sold.

Cypress Capital Group first reported a position in LQD in Q2 2013 and held it in 46 quarters. The position peaked at $14.4M in Q2 2013. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Cypress Capital Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Cypress Capital Group sold 2,785 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $315K.
Cypress Capital Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 46 quarters.
Cypress Capital Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.4M in Q2 2013.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Cypress Capital Group's 13F filing for Q4 2024, filed 6 Feb 2025.