GC
LQD icon

Gilbert & Cook’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gilbert & Cook’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
-4,584
Closed -$468K – 225
2023
Q3 		$468K Sell
4,584
-2,438
-35% -$257K 0.07% 131
2023
Q2 		$759K Sell
7,022
-4,554
-39% -$492K 0.12% 70
2023
Q1 		$1.27M Sell
11,576
-41,625
-78% -$4.51M 0.22% 35
2022
Q4 		$5.61M Sell
53,201
-405
-0.8% -$42.4K 1.02% 15
2022
Q3 		$5.43M Sell
53,606
-42,521
-44% -$4.69M 1.21% 16
2022
Q2 		$10.6M Buy
96,127
+7,457
+8% +$842K 1.9% 12
2022
Q1 		$10.7M Buy
88,670
+6,498
+8% +$811K 1.74% 12
2021
Q4 		$10.9M Buy
82,172
+8,988
+12% +$1.19M 1.75% 12
2021
Q3 		$9.74M Buy
73,184
+9,338
+15% +$1.26M 1.74% 12
2021
Q2 		$8.58M Buy
63,846
+7,641
+14% +$1.01M 1.54% 14
2021
Q1 		$7.31M Buy
56,205
+12,599
+29% +$1.68M 1.44% 14
2020
Q4 		$6.15M Buy
+43,606
New +$5.94M 1.33% 14

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

Gilbert & Cook's LQD Position: Q4 2023 in Review

Gilbert & Cook sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 4,584 shares — an estimated $468K sold.

Gilbert & Cook first reported a position in LQD in Q4 2020 and held it in 12 quarters. The position peaked at $10.9M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Gilbert & Cook reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Gilbert & Cook sold 4,584 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $468K.
  • Gilbert & Cook first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
  • Gilbert & Cook's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.9M in Q4 2021.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Gilbert & Cook's 13F filing for Q4 2023, filed 5 Feb 2024.