Kanawha Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kanawha Capital 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 Q4	–	Sell	-2,345	Closed	-$265K	–	217
2024 Q3	$265K	Buy	2,345 +25	+1%	+$2.77K	0.02%	206
2024 Q2	$248K	Buy	2,320 +27	+1%	+$2.88K	0.02%	210
2024 Q1	$250K	Buy	2,293 +8	+0.4%	+$869	0.02%	200
2023 Q4	$253K	Hold	2,285	–	–	0.02%	184
2023 Q3	$233K	Sell	2,285 -1,000	-30%	-$105K	0.02%	195
2023 Q2	$355K	Hold	3,285	–	–	0.03%	167
2023 Q1	$360K	Sell	3,285 -1,500	-31%	-$162K	0.03%	165
2022 Q4	$504K	Buy	+4,785	New	+$501K	0.05%	146

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

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kanawha Capital Management's LQD Position: Q4 2024 in Review

Kanawha Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,345 shares — an estimated $265K sold.

Kanawha Capital Management first reported a position in LQD in Q4 2022 and held it in 8 quarters. The position peaked at $504K in Q4 2022. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Kanawha Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Kanawha Capital Management sold 2,345 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $265K.
Kanawha Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
Kanawha Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $504K 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 Kanawha Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.