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

EMG Holdings’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 Q2	–	Sell	-390,000	Closed	-$42.4M	–	28
2025 Q1	$42.4M	Buy	+390,000	New	+$42M	20.4%	1
2023 Q2	–	Sell	-26,900	Closed	-$2.95M	–	80
2023 Q1	$2.95M	Buy	+26,900	New	+$2.91M	0.31%	30

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

EMG Holdings's LQD Position: Q3 2023 in Review

EMG Holdings sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 9,244 shares — an estimated $1,000K sold.

EMG Holdings first reported a position in LQD in Q2 2023 and held it in 1 quarter. The position peaked at $1,000K in Q2 2023. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

EMG Holdings reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
EMG Holdings sold 9,244 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1,000K.
EMG Holdings first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
EMG Holdings's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1,000K in Q2 2023.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on EMG Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.