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Financial Partners Group (Kansas)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-11,691
Closed -$1.32M – 192
2024
Q3 		$1.32M Buy
+11,691
New +$1.29M 0.2% 60
2023
Q4 		– Sell
-3,019
Closed -$307K – 172
2023
Q3 		$307K Sell
3,019
-1,210
-29% -$128K 0.06% 117
2023
Q2 		$448K Buy
4,229
+1,788
+73% +$193K 0.09% 96
2023
Q1 		$268K Buy
+2,441
New +$264K 0.06% 133
2021
Q4 		– Sell
-2,255
Closed -$300K – 165
2021
Q3 		$300K Buy
2,255
+9
+0.4% +$1.22K 0.07% 128
2021
Q2 		$302K Buy
2,246
+24
+1% +$3.16K 0.08% 122
2021
Q1 		$289K Buy
2,222
+144
+7% +$19.2K 0.08% 118
2020
Q4 		$282K Sell
2,078
-4
-0.2% -$545 0.08% 104
2020
Q3 		$280K Buy
+2,082
New +$284K 0.1% 94
2019
Q4 		– Sell
-9,252
Closed -$1.18M – 85
2019
Q3 		$1.18M Sell
9,252
-14,471
-61% -$1.82M 0.52% 32
2019
Q2 		$2.95M Buy
+23,723
New +$2.85M 1.39% 20
2018
Q3 		– Sell
-5,123
Closed -$587K – 81
2018
Q2 		$587K Sell
5,123
-255
-5% -$29.4K 0.43% 43
2018
Q1 		$631K Sell
5,378
-18
-0.3% -$2.13K 0.49% 41
2017
Q4 		$656K Buy
+5,396
New +$653K 0.52% 42

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Partners Group (Kansas)'s LQD Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 11,691 shares — an estimated $1.32M sold.

Financial Partners Group (Kansas) first reported a position in LQD in Q4 2017 and held it in 14 quarters. The position peaked at $2.95M in Q2 2019. 1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Financial Partners Group (Kansas) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 11,691 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $1.32M.
  • Financial Partners Group (Kansas) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
  • Financial Partners Group (Kansas)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.95M in Q2 2019.
  • 1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.