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Lee, Danner & Bass’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,425
Closed -$152K – 513
2024
Q4 		$152K Buy
+1,425
New +$156K 0.01% 241

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee, Danner & Bass's LQD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 1,425 shares — an estimated $152K sold.

Lee, Danner & Bass first reported a position in LQD in Q4 2024 and held it in 1 quarter. The position peaked at $152K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,425 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $152K.
  • Lee, Danner & Bass first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $152K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.