Harvest Investment Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Harvest Investment Services’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	-2,123	Closed	-$227K	–	324
2024 Q4	$227K	Buy	+2,123	New	+$232K	0.06%	247
2022 Q1	–	Sell	-1,902	Closed	-$252K	–	231
2021 Q4	$252K	Buy	+1,902	New	+$253K	0.11%	218
2021 Q1	–	Sell	-2,564	Closed	-$354K	–	267
2020 Q4	$354K	Buy	2,564 +879	+52%	+$120K	0.18%	137
2020 Q3	$226K	Buy	+1,685	New	+$230K	0.13%	190
2020 Q2	–	Sell	-2,784	Closed	-$343K	–	203
2020 Q1	$343K	Sell	2,784 -352	-11%	-$44.9K	0.46%	60
2019 Q4	$401K	Sell	3,136 -8	-0.3%	-$1.02K	0.21%	76
2019 Q3	$400K	Sell	3,144 -292	-8%	-$36.8K	0.2%	86
2019 Q2	$426K	Sell	3,436 -472	-12%	-$56.7K	0.24%	86
2019 Q1	$462K	Buy	+3,908	New	+$453K	0.27%	80

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

Harvest Investment Services's LQD Position: Q1 2025 in Review

Harvest Investment Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 2,123 shares — an estimated $227K sold.

Harvest Investment Services first reported a position in LQD in Q1 2019 and held it in 9 quarters. The position peaked at $462K in Q1 2019. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

Harvest Investment Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Harvest Investment Services sold 2,123 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $227K.
Harvest Investment Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 9 quarters.
Harvest Investment Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $462K in Q1 2019.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.