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

Dentgroup’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
-2,424
Closed -$247K – 96
2023
Q3 		$247K Buy
+2,424
New +$256K 0.18% 96
2023
Q2 		– Sell
-2,027
Closed -$222K – 111
2023
Q1 		$222K Buy
+2,027
New +$219K 0.18% 94

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Dentgroup's LQD Position: Q4 2023 in Review

Dentgroup sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,424 shares — an estimated $247K sold.

Dentgroup first reported a position in LQD in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q3 2023. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Dentgroup reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Dentgroup sold 2,424 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $247K.
  • Dentgroup first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 2 quarters.
  • Dentgroup's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $247K in Q3 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Dentgroup's 13F filing for Q4 2023, filed 2 Jan 2024.