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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
2020
Q4 		– Sell
-73,927
Closed -$9.96M – 416
2020
Q3 		$9.96M Buy
+73,927
New +$10.1M 2.55% 4

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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. 1,004 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.
  • 1,004 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.