McIlrath & Eck’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

McIlrath & Eck’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 Q1	–	Sell	-113	Closed	-$12.5K	–	951
2023 Q4	$12.5K	Hold	113	–	–	﹤0.01%	514
2023 Q3	$11.5K	Hold	113	–	–	﹤0.01%	522
2023 Q2	$12.2K	Hold	113	–	–	﹤0.01%	529
2023 Q1	$12.4K	Hold	113	–	–	﹤0.01%	512
2022 Q4	$11.9K	Hold	113	–	–	﹤0.01%	501
2022 Q3	$12K	Hold	113	–	–	﹤0.01%	495
2022 Q2	$12K	Hold	113	–	–	﹤0.01%	477
2022 Q1	$14K	Hold	113	–	–	﹤0.01%	466
2021 Q4	$15K	Hold	113	–	–	﹤0.01%	470
2021 Q3	$15K	Hold	113	–	–	﹤0.01%	451
2021 Q2	$15K	Hold	113	–	–	﹤0.01%	446
2021 Q1	$15K	Hold	113	–	–	0.01%	395
2020 Q4	$16K	Sell	113 -120	-52%	-$16.3K	0.01%	337
2020 Q3	$31K	Hold	233	–	–	0.01%	202
2020 Q2	$31K	Sell	233 -336	-59%	-$43.7K	0.01%	184
2020 Q1	$70K	Buy	+569	New	+$72.5K	0.04%	88

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McIlrath & Eck's LQD Position: Q1 2024 in Review

McIlrath & Eck sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 113 shares — an estimated $12.5K sold.

McIlrath & Eck first reported a position in LQD in Q1 2020 and held it in 16 quarters. The position peaked at $70K in Q1 2020. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

McIlrath & Eck reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
McIlrath & Eck sold 113 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $12.5K.
McIlrath & Eck first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 16 quarters.
McIlrath & Eck's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $70K in Q1 2020.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.