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LVZ Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LVZ Inc’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
-391,439
Closed -$44.2M – 157
2024
Q3 		$44.2M Sell
391,439
-1,689
-0.4% -$187K 5.66% 8
2024
Q2 		$42.1M Buy
393,128
+9,781
+3% +$1.04M 5.74% 8
2024
Q1 		$41.8M Buy
383,347
+16,928
+5% +$1.84M 5.68% 8
2023
Q4 		$40.5M Buy
366,419
+8,450
+2% +$880K 5.73% 7
2023
Q3 		$36.5M Sell
357,969
-22,532
-6% -$2.38M 5.89% 7
2023
Q2 		$41.1M Buy
+380,501
New +$41.1M 5.73% 7
2018
Q1 		– Sell
-1,712
Closed -$208K – 73
2017
Q4 		$208K Sell
1,712
-98
-5% -$11.9K 0.06% 69
2017
Q3 		$219K Sell
1,810
-40
-2% -$4.83K 0.07% 64
2017
Q2 		$223K Buy
+1,850
New +$221K 2% 28
2016
Q2 		– Sell
-59,981
Closed -$7.13M – 55
2016
Q1 		$7.13M Buy
+59,981
New +$6.89M 3.35% 12
2015
Q4 		– Sell
-93,294
Closed -$10.8M – 43
2015
Q3 		$10.8M Buy
93,294
+5,045
+6% +$583K 6.99% 7
2015
Q2 		$10.2M Buy
88,249
+4,078
+5% +$483K 5.65% 7
2015
Q1 		$10.2M Buy
84,171
+6,948
+9% +$843K 5.96% 7
2014
Q4 		$9.22M Buy
+77,223
New +$9.2M 6.83% 7

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 $1.88B AUM 29.07% 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

LVZ Inc's LQD Position: Q4 2024 in Review

LVZ Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 391,439 shares — an estimated $44.2M sold.

LVZ Inc first reported a position in LQD in Q4 2014 and held it in 14 quarters. The position peaked at $44.2M in Q3 2024. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • LVZ Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • LVZ Inc sold 391,439 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $44.2M.
  • LVZ Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 14 quarters.
  • LVZ Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $44.2M 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 LVZ Inc's 13F filing for Q4 2024, filed 6 Feb 2025.