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HM Payson & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-348
Closed -$37.3K – 1152
2024
Q2 		$37.3K Sell
348
-281
-45% -$30K ﹤0.01% 648
2024
Q1 		$68.5K Buy
+629
New +$68.3K ﹤0.01% 555
2021
Q1 		– Sell
-2,000
Closed -$276K – 1154
2020
Q4 		$276K Sell
2,000
-800
-29% -$109K 0.01% 343
2020
Q3 		$377K Buy
2,800
+1,300
+87% +$177K 0.01% 278
2020
Q2 		$202K Sell
1,500
-62
-4% -$8.06K 0.01% 341
2020
Q1 		$193K Sell
1,562
-312
-17% -$39.8K 0.01% 323
2019
Q4 		$240K Buy
1,874
+80
+4% +$10.2K 0.01% 359
2019
Q3 		$229K Buy
1,794
+97
+6% +$12.2K 0.01% 364
2019
Q2 		$211K Buy
+1,697
New +$204K 0.01% 384
2018
Q3 		– Sell
-2,983
Closed -$342K – 345
2018
Q2 		$342K Sell
2,983
-606
-17% -$69.8K 0.01% 259
2018
Q1 		$421K Sell
3,589
-164
-4% -$19.4K 0.02% 239
2017
Q4 		$456K Buy
3,753
+1,488
+66% +$180K 0.02% 247
2017
Q3 		$275K Sell
2,265
-1,121
-33% -$135K 0.01% 279
2017
Q2 		$408K Buy
3,386
+181
+6% +$21.6K 0.02% 250
2017
Q1 		$378K Buy
3,205
+2
+0.1% +$235 0.02% 247
2016
Q4 		$375K Buy
3,203
+169
+6% +$20.1K 0.02% 245
2016
Q3 		$374K Hold
3,034
– – 0.02% 237
2016
Q2 		$373K Sell
3,034
-445
-13% -$53.4K 0.02% 235
2016
Q1 		$413K Buy
3,479
+45
+1% +$5.17K 0.02% 221
2015
Q4 		$392K Buy
+3,434
New +$397K 0.02% 235

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
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
NI
NYL Investors New York $261M AUM 5.93% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HM Payson & Co's LQD Position: Q3 2024 in Review

HM Payson & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 348 shares — an estimated $37.3K sold.

HM Payson & Co first reported a position in LQD in Q4 2015 and held it in 20 quarters. The position peaked at $456K in Q4 2017. 1,047 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • HM Payson & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 348 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $37.3K.
  • HM Payson & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 20 quarters.
  • HM Payson & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $456K in Q4 2017.
  • 1,047 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.