Exchange Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Exchange Capital Management’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	-2,746	Closed	-$293K	–	211
2024 Q4	$293K	Sell	2,746 -4,752	-63%	-$520K	0.05%	192
2024 Q3	$847K	Sell	7,498 -3,063	-29%	-$339K	0.13%	137
2024 Q2	$1.13M	Sell	10,561 -1,015	-9%	-$108K	0.18%	118
2024 Q1	$1.26M	Sell	11,576 -351	-3%	-$38.1K	0.21%	110
2023 Q4	$1.32M	Sell	11,927 -710	-6%	-$73.9K	0.24%	99
2023 Q3	$1.29M	Sell	12,637 -383	-3%	-$40.4K	0.24%	99
2023 Q2	$1.41M	Sell	13,020 -1,165	-8%	-$126K	0.26%	97
2023 Q1	$1.55M	Sell	14,185 -322	-2%	-$34.9K	0.32%	89
2022 Q4	$1.53M	Sell	14,507 -2,324	-14%	-$243K	0.34%	89
2022 Q3	$1.72M	Sell	16,831 -1,425	-8%	-$157K	0.4%	80
2022 Q2	$2.01M	Sell	18,256 -1,635	-8%	-$185K	0.44%	76
2022 Q1	$2.41M	Sell	19,891 -2,546	-11%	-$318K	0.45%	75
2021 Q4	$2.97M	Sell	22,437 -1,921	-8%	-$255K	0.54%	61
2021 Q3	$3.24M	Sell	24,358 -1,108	-4%	-$150K	0.63%	54
2021 Q2	$3.42M	Buy	25,466 +812	+3%	+$107K	0.66%	52
2021 Q1	$3.21M	Buy	24,654 +3,783	+18%	+$503K	0.66%	54
2020 Q4	$2.88M	Buy	20,871 +3,918	+23%	+$534K	0.64%	55
2020 Q3	$2.28M	Buy	16,953 +12,007	+243%	+$1.64M	0.58%	61
2020 Q2	$665K	Buy	+4,946	New	+$643K	0.18%	111
2016 Q3	–	Sell	-25	Closed	-$3K	–	254
2016 Q2	$3K	Buy	+25	New	+$3K	﹤0.01%	220
2015 Q4	–	Sell	-4,034	Closed	-$468K	–	91
2015 Q3	$468K	Sell	4,034 -77	-2%	-$8.9K	0.22%	69
2015 Q2	$476K	Sell	4,111 -950	-19%	-$113K	0.19%	73
2015 Q1	$616K	Sell	5,061 -2,145	-30%	-$260K	0.25%	70
2014 Q4	$861K	Buy	7,206 +6,681	+1,273%	+$796K	0.36%	61
2014 Q3	$62K	Hold	525	–	–	0.03%	89
2014 Q2	$63K	Hold	525	–	–	0.03%	83
2014 Q1	$61K	Sell	525 -305	-37%	-$35.4K	0.03%	94
2013 Q4	$95K	Buy	830 +257	+45%	+$29.3K	0.05%	71
2013 Q3	$65K	Sell	573 -430	-43%	-$48.6K	0.03%	82
2013 Q2	$114K	Buy	+1,003	New	+$119K	0.06%	74

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIMU

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Exchange Capital Management's LQD Position: Q1 2025 in Review

Exchange Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 2,746 shares — an estimated $293K sold.

Exchange Capital Management first reported a position in LQD in Q2 2013 and held it in 30 quarters. The position peaked at $3.42M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Exchange Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Exchange Capital Management sold 2,746 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $293K.
Exchange Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 30 quarters.
Exchange Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.42M in Q2 2021.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Exchange Capital Management's 13F filing for Q1 2025, filed 1 May 2025.