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

Kensington 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
Q4 		– Sell
-4,600
Closed -$501K – 28
2024
Q3 		$501K Buy
+4,600
New +$509K 0.03% 30

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JSTA
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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

Kensington Asset Management's LQD Position: Q4 2024 in Review

Kensington Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 4,600 shares — an estimated $501K sold.

Kensington Asset Management first reported a position in LQD in Q3 2024 and held it in 1 quarter. The position peaked at $501K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Kensington Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kensington Asset Management sold 4,600 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $501K.
  • Kensington Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Kensington Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $501K in Q3 2024.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Kensington Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.