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

Macroview Investment 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	-1	Closed	-$119	–	338
2024 Q3	$119	Hold	1	–	–	﹤0.01%	567
2024 Q2	$112	Hold	1	–	–	﹤0.01%	569
2024 Q1	$112	Hold	1	–	–	﹤0.01%	620
2023 Q4	$113	Hold	1	–	–	﹤0.01%	604
2023 Q3	$103	Hold	1	–	–	﹤0.01%	775
2023 Q2	$109	Sell	1 -4	-80%	-$433	﹤0.01%	482
2023 Q1	$549	Hold	5	–	–	﹤0.01%	407
2022 Q4	$527	Hold	5	–	–	﹤0.01%	417
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	372
2022 Q2	$1K	Buy	5 +1	+25%	+$113	﹤0.01%	400
2022 Q1	$0	Hold	4	–	–	﹤0.01%	453
2021 Q4	$1K	Buy	+4	New	+$532	﹤0.01%	356
2018 Q3	–	Sell	-59	Closed	-$7K	–	341
2018 Q2	$7K	Sell	59 -262	-82%	-$30.2K	0.02%	139
2018 Q1	$38K	Hold	321	–	–	0.14%	68
2017 Q4	$39K	Sell	321 -75	-19%	-$9.07K	0.18%	47
2017 Q3	$48K	Buy	396 +134	+51%	+$16.2K	0.24%	40
2017 Q2	$32K	Buy	+262	New	+$31.3K	0.17%	47
2016 Q4	–	Sell	-31	Closed	-$4K	–	121
2016 Q3	$4K	Buy	+31	New	+$3.82K	0.02%	78

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 $4.81B AUM 4.62% 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 $1.6B AUM 20.7% 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

Macroview Investment Management's LQD Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 1 share — an estimated $119 sold.

Macroview Investment Management first reported a position in LQD in Q3 2016 and held it in 18 quarters. The position peaked at $48K in Q3 2017. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Macroview Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q4 2024, an estimated $119.
Macroview Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 18 quarters.
Macroview Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $48K in Q3 2017.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.