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

Diversified’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
Q3 		$1.19M Buy
10,494
+8
+0.1% +$885 0.13% 69
2024
Q2 		$1.12M Buy
10,486
+474
+5% +$50.6K 0.13% 64
2024
Q1 		$1.09M Buy
10,012
+1,418
+16% +$154K 0.15% 43
2023
Q4 		$951K Sell
8,594
-989
-10% -$103K 0.21% 45
2023
Q3 		$978K Sell
9,583
-485
-5% -$51.1K 0.25% 44
2023
Q2 		$1.09M Buy
10,068
+3,989
+66% +$431K 0.28% 37
2023
Q1 		$666K Buy
6,079
+1,264
+26% +$137K 0.24% 54
2022
Q4 		$508K Buy
+4,815
New +$504K 0.2% 74
2022
Q2 		– Sell
-1,813
Closed -$219K – 111
2022
Q1 		$219K Sell
1,813
-209
-10% -$26.1K 0.09% 108
2021
Q4 		$269K Sell
2,022
-643
-24% -$85.5K 0.11% 95
2021
Q3 		$354K Buy
2,665
+801
+43% +$108K 0.19% 72
2021
Q2 		$284K Buy
+1,864
New +$246K 0.16% 85
2021
Q1 		– Sell
-2,999
Closed -$407K – 223
2020
Q4 		$407K Buy
+2,999
New +$408K 0.35% 50

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
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 $49.2B AUM 14.31% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Diversified's LQD Position: Q3 2024 in Review

Diversified increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.08% in Q3 2024, buying an estimated $885 and bringing the position to 10,494 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #69.

Diversified first reported a position in LQD in Q4 2020 and has held it in 13 quarters since. 1,044 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Diversified held 10,494 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.19M as of Q3 2024.
  • Diversified bought 8 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $885.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Diversified's portfolio in Q3 2024, its #69 holding.
  • Diversified first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.