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

Linscomb Wealth’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
Q2 		– Sell
-1,840
Closed -$200K – 289
2024
Q1 		$200K Sell
1,840
-1,211
-40% -$132K 0.01% 279
2023
Q4 		$338K Buy
3,051
+18
+0.6% +$1.87K 0.02% 236
2023
Q3 		$309K Buy
3,033
+13
+0.4% +$1.37K 0.02% 237
2023
Q2 		$327K Sell
3,020
-242
-7% -$26.2K 0.02% 242
2023
Q1 		$358K Buy
3,262
+244
+8% +$26.4K 0.02% 237
2022
Q4 		$318K Buy
3,018
+33
+1% +$3.45K 0.02% 272
2022
Q3 		$306K Sell
2,985
-109
-4% -$12K 0.02% 234
2022
Q2 		$340K Sell
3,094
-3,027
-49% -$342K 0.02% 232
2022
Q1 		$740K Sell
6,121
-28
-0.5% -$3.49K 0.04% 203
2021
Q4 		$815K Buy
6,149
+11
+0.2% +$1.46K 0.04% 191
2021
Q3 		$816K Buy
6,138
+9
+0.1% +$1.22K 0.04% 185
2021
Q2 		$824K Sell
6,129
-199
-3% -$26.2K 0.04% 184
2021
Q1 		$823K Sell
6,328
-129
-2% -$17.2K 0.04% 177
2020
Q4 		$892K Sell
6,457
-63
-1% -$8.58K 0.05% 165
2020
Q3 		$878K Sell
6,520
-564
-8% -$76.9K 0.06% 154
2020
Q2 		$953K Buy
7,084
+449
+7% +$58.4K 0.07% 149
2020
Q1 		$820K Buy
6,635
+9
+0.1% +$1.15K 0.07% 171
2019
Q4 		$848K Buy
6,626
+2,140
+48% +$272K 0.06% 251
2019
Q3 		$572K Buy
4,486
+2,635
+142% +$332K 0.05% 172
2019
Q2 		$230K Buy
1,851
+10
+0.5% +$1.2K 0.02% 248
2019
Q1 		$219K Sell
1,841
-87
-5% -$10.1K 0.02% 250
2018
Q4 		$217K Buy
+1,928
New +$217K 0.02% 240
2014
Q3 		– Sell
-1,707
Closed -$204K – 285
2014
Q2 		$204K Sell
1,707
-822
-33% -$97.3K 0.02% 265
2014
Q1 		$296K Buy
2,529
+611
+32% +$70.9K 0.03% 215
2013
Q4 		$219K Sell
1,918
-6
-0.3% -$685 0.03% 212
2013
Q3 		$218K Sell
1,924
-3,481
-64% -$394K 0.03% 215
2013
Q2 		$614K Buy
+5,405
New +$643K 0.08% 123

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Linscomb Wealth's LQD Position: Q2 2024 in Review

Linscomb Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 1,840 shares — an estimated $200K sold.

Linscomb Wealth first reported a position in LQD in Q2 2013 and held it in 27 quarters. The position peaked at $953K in Q2 2020. 1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Linscomb Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Linscomb Wealth sold 1,840 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $200K.
  • Linscomb Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 27 quarters.
  • Linscomb Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $953K in Q2 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Linscomb Wealth's 13F filing for Q2 2024, filed 7 Aug 2024.