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Liberty Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Liberty Wealth 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
-5,768
Closed -$652K – 235
2024
Q3 		$652K Sell
5,768
-21,829
-79% -$2.42M 0.11% 103
2024
Q2 		$683K Buy
27,597
+19,092
+224% +$2.04M 0.13% 96
2024
Q1 		$926K Sell
8,505
-19,459
-70% -$2.11M 0.18% 75
2023
Q4 		$3.09M Buy
27,964
+5,997
+27% +$625K 0.66% 33
2023
Q3 		$2.24M Buy
21,967
+19,557
+811% +$2.06M 0.56% 39
2023
Q2 		$261K Sell
2,410
-92
-4% -$9.95K 0.06% 153
2023
Q1 		$274K Buy
+2,502
New +$271K 0.06% 184
2022
Q3 		$721K Buy
+7,042
New +$776K 0.19% 62
2022
Q2 		– Sell
-1,735
Closed -$209K – 164
2022
Q1 		$209K Buy
+1,735
New +$216K 0.08% 141
2021
Q4 		– Sell
-2,724
Closed -$362K – 146
2021
Q3 		$362K Sell
2,724
-690
-20% -$93.3K 0.13% 104
2021
Q2 		$459K Sell
3,414
-33,179
-91% -$4.37M 0.18% 76
2021
Q1 		$4.96M Hold
36,593
– – 2.42% 8
2020
Q4 		$4.96M Sell
36,593
-10,453
-22% -$1.42M 2.43% 8
2020
Q3 		$6.34M Buy
47,046
+7,344
+18% +$1M 3.74% 5
2020
Q2 		$5.34M Buy
39,702
+37,706
+1,889% +$4.9M 3.76% 4
2020
Q1 		$246K Sell
1,996
-1,921
-49% -$245K 0.21% 72
2019
Q4 		$501K Sell
3,917
-2,300
-37% -$293K 0.39% 50
2019
Q3 		$793K Sell
6,217
-2,080
-25% -$262K 0.75% 26
2019
Q2 		$1.03M Sell
8,297
-1,376
-14% -$165K 0.91% 16
2019
Q1 		$1.15M Buy
9,673
+214
+2% +$24.8K 0.87% 13
2018
Q4 		$1.07M Buy
+9,459
New +$1.06M 0.8% 17

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Wealth Management's LQD Position: Q4 2024 in Review

Liberty Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 5,768 shares — an estimated $652K sold.

Liberty Wealth Management first reported a position in LQD in Q4 2018 and held it in 21 quarters. The position peaked at $6.34M in Q3 2020. 1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Liberty Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 5,768 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $652K.
  • Liberty Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 21 quarters.
  • Liberty Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.34M in Q3 2020.
  • 1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Liberty Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.