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Householder Group Estate & Retirement Specialist’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$8K Sell
80
-1,897
-96% -$208K 0.01% 389
2024
Q3 		$223K Sell
1,977
-114
-5% -$12.6K 0.07% 230
2024
Q2 		$223K Sell
2,091
-493
-19% -$52.6K 0.06% 234
2024
Q1 		$281K Sell
2,584
-148
-5% -$16.1K 0.08% 197
2023
Q4 		$302K Sell
2,732
-335
-11% -$34.9K 0.1% 184
2023
Q3 		$313K Buy
+3,067
New +$323K 0.11% 157
2023
Q1 		$385K Buy
+3,513
New +$380K 0.15% 135
2022
Q4 		– Sell
-6,153
Closed -$630K – 778
2022
Q3 		$630K Sell
6,153
-423
-6% -$46.6K 0.26% 86
2022
Q2 		$724K Sell
6,576
-338
-5% -$38.2K 0.32% 71
2022
Q1 		$836K Sell
6,914
-18
-0.3% -$2.25K 0.34% 80
2021
Q4 		$919K Buy
+6,932
New +$921K 0.34% 81

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LQD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 96% in Q4 2024, selling an estimated $208K and leaving 80 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #389.

Householder Group Estate & Retirement Specialist first reported a position in LQD in Q4 2021 and has held it in 11 quarters since. The position peaked at $919K in Q4 2021. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 80 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,897 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $208K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #389 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $919K in Q4 2021.
  • 1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.