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Grandfield & Dodd’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Grandfield & Dodd’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
-2,091
Closed -$213K – 199
2023
Q3 		$213K Hold
2,091
– – 0.02% 180
2023
Q2 		$226K Hold
2,091
– – 0.02% 182
2023
Q1 		$229K Hold
2,091
– – 0.02% 179
2022
Q4 		$220K Hold
2,091
– – 0.02% 181
2022
Q3 		$210K Hold
2,091
– – 0.02% 179
2022
Q2 		$230K Hold
2,091
– – 0.02% 180
2022
Q1 		$250K Hold
2,091
– – 0.02% 184
2021
Q4 		$280K Sell
2,091
-476
-19% -$63.3K 0.02% 178
2021
Q3 		$340K Buy
2,567
+476
+23% +$64.3K 0.02% 161
2021
Q2 		$280K Hold
2,091
– – 0.02% 173
2021
Q1 		$270K Hold
2,091
– – 0.02% 165
2020
Q4 		$290K Hold
2,091
– – 0.02% 158
2020
Q3 		$280K Hold
2,091
– – 0.03% 152
2020
Q2 		$280K Hold
2,091
– – 0.03% 148
2020
Q1 		$258K Hold
2,091
– – 0.03% 148
2019
Q4 		$268K Buy
+2,091
New +$266K 0.02% 160
2018
Q2 		– Sell
-2,091
Closed -$245K – 179
2018
Q1 		$245K Buy
+2,091
New +$247K 0.03% 162
2017
Q4 		– Sell
-2,091
Closed -$253K – 188
2017
Q3 		$253K Sell
2,091
-164
-7% -$19.8K 0.03% 166
2017
Q2 		$272K Hold
2,255
– – 0.03% 165
2017
Q1 		$266K Hold
2,255
– – 0.03% 164
2016
Q4 		$264K Buy
2,255
+164
+8% +$19.5K 0.03% 165
2016
Q3 		$258K Hold
2,091
– – 0.03% 163
2016
Q2 		$257K Hold
2,091
– – 0.04% 157
2016
Q1 		$248K Hold
2,091
– – 0.04% 154
2015
Q4 		$238K Hold
2,091
– – 0.04% 160
2015
Q3 		$243K Buy
+2,091
New +$242K 0.04% 154

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Grandfield & Dodd's LQD Position: Q4 2023 in Review

Grandfield & Dodd sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 2,091 shares — an estimated $213K sold.

Grandfield & Dodd first reported a position in LQD in Q3 2015 and held it in 26 quarters. The position peaked at $340K in Q3 2021. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Grandfield & Dodd reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Grandfield & Dodd sold 2,091 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $213K.
  • Grandfield & Dodd first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 26 quarters.
  • Grandfield & Dodd's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $340K in Q3 2021.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Grandfield & Dodd's 13F filing for Q4 2023, filed 31 Jan 2024.