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JT Stratford LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

JT Stratford LLC’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 		– Sell
-10,910
Closed -$1.23M – 312
2024
Q3 		$1.23M Buy
10,910
+548
+5% +$60.6K 0.21% 116
2024
Q2 		$1.11M Buy
10,362
+118
+1% +$12.6K 0.21% 123
2024
Q1 		$1.12M Sell
10,244
-1,896
-16% -$206K 0.22% 121
2023
Q4 		$1.34M Buy
12,140
+834
+7% +$86.9K 0.31% 80
2023
Q3 		$1.15M Buy
11,306
+1,583
+16% +$167K 0.3% 92
2023
Q2 		$1.05M Buy
9,723
+228
+2% +$24.7K 0.28% 96
2023
Q1 		$1.04M Sell
9,495
-5,153
-35% -$558K 0.3% 96
2022
Q4 		$1.54M Buy
14,648
+9,206
+169% +$964K 0.49% 55
2022
Q3 		$558K Buy
5,442
+715
+15% +$78.8K 0.2% 99
2022
Q2 		$520K Buy
4,727
+746
+19% +$84.2K 0.16% 117
2022
Q1 		$481K Buy
3,981
+209
+6% +$26.1K 0.14% 127
2021
Q4 		$500K Buy
3,772
+9
+0.2% +$1.2K 0.14% 136
2021
Q3 		$501K Buy
3,763
+596
+19% +$80.5K 0.15% 123
2021
Q2 		$426K Buy
3,167
+97
+3% +$12.8K 0.14% 139
2021
Q1 		$399K Buy
3,070
+91
+3% +$12.1K 0.14% 135
2020
Q4 		$411K Sell
2,979
-78
-3% -$10.6K 0.15% 117
2020
Q3 		$412K Sell
3,057
-786
-20% -$107K 0.18% 103
2020
Q2 		$517K Buy
+3,843
New +$500K 0.27% 90

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 $4.81B AUM 4.62% 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 $1.6B AUM 20.7% 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

JT Stratford LLC's LQD Position: Q4 2024 in Review

JT Stratford LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 10,910 shares — an estimated $1.23M sold.

JT Stratford LLC first reported a position in LQD in Q2 2020 and held it in 18 quarters. The position peaked at $1.54M in Q4 2022. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • JT Stratford LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • JT Stratford LLC sold 10,910 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $1.23M.
  • JT Stratford LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 18 quarters.
  • JT Stratford LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54M in Q4 2022.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on JT Stratford LLC's 13F filing for Q4 2024, filed 18 Feb 2025.