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Grandview Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Grandview Asset 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
2024
Q2 		– Sell
-2,450
Closed -$267K – 80
2024
Q1 		$267K Buy
2,450
+2
+0.1% +$217 0.12% 101
2023
Q4 		$271K Buy
2,448
+127
+5% +$13.2K 0.14% 94
2023
Q3 		$237K Buy
+2,321
New +$245K 0.14% 101
2023
Q2 		– Sell
-2,425
Closed -$266K – 88
2023
Q1 		$266K Buy
2,425
+2
+0.1% +$217 0.16% 98
2022
Q4 		$255K Buy
2,423
+62
+3% +$6.49K 0.16% 101
2022
Q3 		$242K Sell
2,361
-454
-16% -$50K 0.15% 101
2022
Q2 		$310K Buy
2,815
+264
+10% +$29.8K 0.17% 95
2022
Q1 		$308K Buy
2,551
+4
+0.2% +$499 0.13% 117
2021
Q4 		$338K Buy
+2,547
New +$339K 0.14% 111
2021
Q3 		– Sell
-2,556
Closed -$343K – 92
2021
Q2 		$343K Sell
2,556
-217
-8% -$28.6K 0.19% 84
2021
Q1 		$361K Buy
2,773
+5
+0.2% +$665 0.19% 98
2020
Q4 		$382K Sell
2,768
-10
-0.4% -$1.36K 0.25% 86
2020
Q3 		$374K Sell
2,778
-44
-2% -$6K 0.3% 71
2020
Q2 		$379K Buy
+2,822
New +$367K 0.33% 70

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Grandview Asset Management's LQD Position: Q2 2024 in Review

Grandview Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,450 shares — an estimated $267K sold.

Grandview Asset Management first reported a position in LQD in Q2 2020 and held it in 14 quarters. The position peaked at $382K in Q4 2020. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Grandview Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Grandview Asset Management sold 2,450 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $267K.
  • Grandview Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
  • Grandview Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $382K in Q4 2020.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Grandview Asset Management's 13F filing for Q2 2024, filed 16 Jul 2024.