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Cypress Wealth Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cypress Wealth Services’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 		– Sell
-6,664
Closed -$726K – 269
2024
Q1 		$726K Sell
6,664
-11,266
-63% -$1.22M 0.17% 105
2023
Q4 		$1.98M Buy
17,930
+4,462
+33% +$465K 0.49% 45
2023
Q3 		$1.37M Buy
+13,468
New +$1.42M 0.38% 57
2022
Q4 		– Sell
-3,350
Closed -$343K – 237
2022
Q3 		$343K Buy
+3,350
New +$369K 0.12% 151
2022
Q2 		– Sell
-3,235
Closed -$391K – 247
2022
Q1 		$391K Sell
3,235
-12,104
-79% -$1.51M 0.11% 146
2021
Q4 		$2.03M Sell
15,339
-9,154
-37% -$1.22M 0.56% 47
2021
Q3 		$3.26M Sell
24,493
-10,311
-30% -$1.39M 0.98% 27
2021
Q2 		$4.68M Sell
34,804
-42,622
-55% -$5.62M 1.28% 20
2021
Q1 		$10.1M Sell
77,426
-5,113
-6% -$680K 2.11% 6
2020
Q4 		$11.4M Buy
+82,539
New +$11.2M 2.55% 4
2020
Q3 		– Sell
-62,793
Closed -$8.56M – 401
2020
Q2 		$8.45M Buy
62,793
+59,759
+1,970% +$7.77M 2.01% 7
2020
Q1 		$375K Sell
3,034
-1,890
-38% -$241K 0.11% 154
2019
Q4 		$630K Sell
4,924
-5,758
-54% -$733K 0.16% 113
2019
Q3 		$1.36M Sell
10,682
-1,569
-13% -$198K 0.37% 81
2019
Q2 		$1.52M Buy
12,251
+9,391
+328% +$1.13M 0.44% 72
2019
Q1 		$341K Buy
+2,860
New +$331K 0.11% 166
2018
Q4 		– Sell
-2,233
Closed -$257K – 237
2018
Q3 		$257K Buy
2,233
+8
+0.4% +$922 0.09% 183
2018
Q2 		$255K Buy
+2,225
New +$256K 0.1% 182
2018
Q1 		– Sell
-1,791
Closed -$218K – 205
2017
Q4 		$218K Buy
+1,791
New +$217K 0.09% 183

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
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
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
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cypress Wealth Services's LQD Position: Q2 2024 in Review

Cypress Wealth Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 6,664 shares — an estimated $726K sold.

Cypress Wealth Services first reported a position in LQD in Q4 2017 and held it in 19 quarters. The position peaked at $11.4M in Q4 2020. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Cypress Wealth Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 6,664 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $726K.
  • Cypress Wealth Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 19 quarters.
  • Cypress Wealth Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.4M in Q4 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.