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Kozak & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kozak & Associates’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
Closed -$448 – 462
2024
Q3 		$448 Buy
+4
New +$443 ﹤0.01% 361

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

Kozak & Associates's LQD Position: Q4 2024 in Review

Kozak & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 4 shares — an estimated $448 sold.

Kozak & Associates first reported a position in LQD in Q3 2024 and held it in 1 quarter. The position peaked at $448 in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Kozak & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kozak & Associates sold 4 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $448.
  • Kozak & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Kozak & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $448 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 Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.