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D.J. St. Germain’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

D.J. St. Germain’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
2025
Q1 		– Sell
-14
Closed -$1.5K – 859
2024
Q4 		$1.5K Hold
14
– – ﹤0.01% 749
2024
Q3 		$1.58K Buy
+14
New +$1.55K ﹤0.01% 688
2024
Q2 		– Sell
-15
Closed -$1.63K – 812
2024
Q1 		$1.63K Buy
+15
New +$1.63K ﹤0.01% 698
2023
Q4 		– Sell
-265
Closed -$27K – 809
2023
Q3 		$27K Buy
265
+175
+194% +$18.5K ﹤0.01% 430
2023
Q2 		$9.73K Buy
+90
New +$9.73K ﹤0.01% 539
2019
Q1 		– Sell
-2,840
Closed -$320K – 179
2018
Q4 		$320K Buy
2,840
+150
+6% +$16.9K 0.04% 139
2018
Q3 		$309K Sell
2,690
-200
-7% -$23.1K 0.03% 148
2018
Q2 		$331K Sell
2,890
-35
-1% -$4.03K 0.04% 133
2018
Q1 		$343K Sell
2,925
-103
-3% -$12.2K 0.04% 128
2017
Q4 		$368K Sell
3,028
-25
-0.8% -$3.02K 0.04% 118
2017
Q3 		$370K Sell
3,053
-550
-15% -$66.5K 0.05% 113
2017
Q2 		$434K Sell
3,603
-971
-21% -$116K 0.06% 103
2017
Q1 		$539K Sell
4,574
-1,242
-21% -$146K 0.08% 94
2016
Q4 		$682K Sell
5,816
-2,102
-27% -$250K 0.09% 90
2016
Q3 		$975K Buy
7,918
+306
+4% +$37.7K 0.14% 73
2016
Q2 		$934K Sell
7,612
-5,811
-43% -$697K 0.13% 79
2016
Q1 		$1.59M Buy
13,423
+1,163
+9% +$134K 0.23% 69
2015
Q4 		$1.4M Buy
12,260
+3,501
+40% +$405K 0.21% 68
2015
Q3 		$1.02M Buy
8,759
+599
+7% +$69.3K 0.17% 67
2015
Q2 		$944K Buy
8,160
+125
+2% +$14.8K 0.14% 65
2015
Q1 		$978K Sell
8,035
-450
-5% -$54.6K 0.14% 64
2014
Q4 		$1.01M Buy
8,485
+110
+1% +$13.1K 0.15% 65
2014
Q3 		$990K Buy
8,375
+780
+10% +$92.7K 0.15% 65
2014
Q2 		$906K Buy
7,595
+2,005
+36% +$237K 0.13% 67
2014
Q1 		$654K Buy
5,590
+1,365
+32% +$158K 0.1% 68
2013
Q4 		$482K Buy
4,225
+2,365
+127% +$270K 0.07% 74
2013
Q3 		$211K Buy
+1,860
New +$210K 0.03% 92

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.J. St. Germain's LQD Position: Q1 2025 in Review

D.J. St. Germain sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 14 shares — an estimated $1.5K sold.

D.J. St. Germain first reported a position in LQD in Q3 2013 and held it in 27 quarters. The position peaked at $1.59M in Q1 2016. 1,037 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • D.J. St. Germain reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • D.J. St. Germain sold 14 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.5K.
  • D.J. St. Germain first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 27 quarters.
  • D.J. St. Germain's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.59M in Q1 2016.
  • 1,037 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on D.J. St. Germain's 13F filing for Q1 2025, filed 9 Apr 2025.