Latitude Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Latitude Advisors’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	-16,798	Closed	-$1.9M	–	196
2024 Q3	$1.9M	Buy	+16,798	New	+$1.86M	1.07%	20
2024 Q1	–	Sell	-16,851	Closed	-$1.86M	–	188
2023 Q4	$1.86M	Buy	+16,851	New	+$1.75M	1.31%	12
2023 Q2	–	Sell	-17,184	Closed	-$1.88M	–	188
2023 Q1	$1.88M	Buy	+17,184	New	+$1.86M	1.36%	15
2022 Q1	–	Sell	-1,686	Closed	-$223K	–	349
2021 Q4	$223K	Sell	1,686 -446	-21%	-$59.3K	0.06%	273
2021 Q3	$284K	Buy	+2,132	New	+$288K	0.09%	221
2021 Q2	–	Sell	-11,195	Closed	-$1.46M	–	173
2021 Q1	$1.46M	Buy	11,195 +5,122	+84%	+$681K	1.19%	16
2020 Q4	$839K	Buy	+6,073	New	+$827K	0.74%	32

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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

Latitude Advisors's LQD Position: Q4 2024 in Review

Latitude Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 16,798 shares — an estimated $1.9M sold.

Latitude Advisors first reported a position in LQD in Q4 2020 and held it in 7 quarters. The position peaked at $1.9M in Q3 2024. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Latitude Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Latitude Advisors sold 16,798 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $1.9M.
Latitude Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Latitude Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.9M in Q3 2024.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Latitude Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.