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MCF Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

MCF Advisors’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
Q3 		– Sell
-12
Closed -$1.29K – 1042
2024
Q2 		$1.29K Buy
+12
New +$1.28K ﹤0.01% 882
2023
Q4 		– Sell
-40
Closed -$4.08K – 962
2023
Q3 		$4.08K Buy
+40
New +$4.22K ﹤0.01% 685
2022
Q4 		– Sell
-77
Closed -$8K – 854
2022
Q3 		$8K Hold
77
– – ﹤0.01% 570
2022
Q2 		$8K Sell
77
-20
-21% -$2.26K ﹤0.01% 530
2022
Q1 		$12K Buy
+97
New +$12.1K ﹤0.01% 510
2019
Q4 		– Sell
-27
Closed -$3K – 460
2019
Q3 		$3K Hold
27
– – ﹤0.01% 407
2019
Q2 		$3K Hold
27
– – ﹤0.01% 402
2019
Q1 		$3K Sell
27
-81
-75% -$9.38K ﹤0.01% 410
2018
Q4 		$12K Sell
108
-7,613
-99% -$856K ﹤0.01% 341
2018
Q3 		$887K Buy
7,721
+2,796
+57% +$322K 0.16% 49
2018
Q2 		$564K Buy
4,925
+3
+0.1% +$345 0.11% 63
2018
Q1 		$578K Hold
4,922
– – 0.11% 54
2017
Q4 		$598K Hold
4,922
– – 0.11% 55
2017
Q3 		$597K Buy
4,922
+1,570
+47% +$190K 0.12% 52
2017
Q2 		$404K Sell
3,352
-827
-20% -$98.8K 0.08% 64
2017
Q1 		$493K Hold
4,179
– – 0.1% 56
2016
Q4 		$490K Buy
+4,179
New +$497K 0.11% 55
2016
Q1 		– Sell
-1,715
Closed -$196K – 452
2015
Q4 		$196K Buy
+1,715
New +$198K 0.05% 87
2014
Q1 		– Sell
-91
Closed -$11K – 419
2013
Q4 		$11K Hold
91
– – ﹤0.01% 278
2013
Q3 		$11K Sell
91
-42
-32% -$4.75K 0.01% 271
2013
Q2 		$16K Buy
+133
New +$15.8K 0.01% 221

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
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
NI
NYL Investors New York $261M AUM 5.93% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCF Advisors's LQD Position: Q3 2024 in Review

MCF Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 12 shares — an estimated $1.29K sold.

MCF Advisors first reported a position in LQD in Q2 2013 and held it in 21 quarters. The position peaked at $887K in Q3 2018. 1,047 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • MCF Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • MCF Advisors sold 12 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1.29K.
  • MCF Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 21 quarters.
  • MCF Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $887K in Q3 2018.
  • 1,047 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on MCF Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.