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

Institutional & Family 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 		$6.77M Buy
63,214
+2,656
+4% +$283K 1.03% 20
2024
Q1 		$6.6M Buy
60,558
+30,433
+101% +$3.31M 1.05% 17
2023
Q4 		$3.33M Sell
30,125
-32,203
-52% -$3.35M 0.55% 62
2023
Q3 		$6.36M Buy
62,328
+1,004
+2% +$106K 1.04% 19
2023
Q2 		$6.63M Sell
61,324
-229
-0.4% -$24.8K 1.08% 16
2023
Q1 		$6.75M Buy
61,553
+60,545
+6,006% +$6.56M 1.11% 14
2022
Q4 		$106K Sell
1,008
-169
-14% -$17.7K 0.02% 167
2022
Q3 		$121K Buy
1,177
+8
+0.7% +$882 0.02% 157
2022
Q2 		$129K Buy
1,169
+77
+7% +$8.69K 0.02% 156
2022
Q1 		$132K Buy
1,092
+115
+12% +$14.3K 0.02% 172
2021
Q4 		$129K Buy
977
+8
+0.8% +$1.06K 0.02% 183
2021
Q3 		$129K Buy
969
+5
+0.5% +$676 0.02% 211
2021
Q2 		$130K Buy
964
+5
+0.5% +$659 0.02% 209
2021
Q1 		$125K Sell
959
-41
-4% -$5.46K 0.02% 240
2020
Q4 		$138K Buy
1,000
+8
+0.8% +$1.09K 0.03% 216
2020
Q3 		$134K Sell
992
-19
-2% -$2.59K 0.03% 204
2020
Q2 		$136K Buy
1,011
+77
+8% +$10K 0.03% 207
2020
Q1 		$115K Buy
934
+5
+0.5% +$637 0.03% 193
2019
Q4 		$119K Buy
929
+10
+1% +$1.27K 0.03% 211
2019
Q3 		$117K Buy
919
+8
+0.9% +$1.01K 0.03% 202
2019
Q2 		$113K Buy
911
+8
+0.9% +$961 0.02% 211
2019
Q1 		$108K Buy
903
+5
+0.6% +$579 0.02% 231
2018
Q4 		$101K Buy
898
+12
+1% +$1.35K 0.02% 220
2018
Q3 		$102K Buy
886
+8
+0.9% +$922 0.02% 262
2018
Q2 		$101K Buy
878
+7
+0.8% +$806 0.02% 258
2018
Q1 		$102K Buy
+871
New +$103K 0.02% 240

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

Institutional & Family Asset Management's LQD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.4% in Q2 2024, buying an estimated $283K and bringing the position to 63,214 shares worth $6.77M. The position accounts for 1.03% of the portfolio, ranked #20.

Institutional & Family Asset Management first reported a position in LQD in Q1 2018 and has held it in 26 quarters since. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Institutional & Family Asset Management held 63,214 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.77M as of Q2 2024.
  • Institutional & Family Asset Management bought 2,656 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $283K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #20 holding.
  • Institutional & Family Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.