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McKinley Carter Wealth Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

McKinley Carter Wealth Services’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
-4,618
Closed -$522K – 299
2024
Q3 		$522K Hold
4,618
– – 0.03% 204
2024
Q2 		$495K Sell
4,618
-279
-6% -$29.8K 0.03% 208
2024
Q1 		$533K Sell
4,897
-289
-6% -$31.4K 0.04% 202
2023
Q4 		$574K Sell
5,186
-929
-15% -$96.7K 0.04% 188
2023
Q3 		$624K Sell
6,115
-847
-12% -$89.3K 0.05% 181
2023
Q2 		$753K Sell
6,962
-870
-11% -$94.1K 0.06% 172
2023
Q1 		$858K Sell
7,832
-1,544
-16% -$167K 0.07% 158
2022
Q4 		$989K Sell
9,376
-3,585
-28% -$375K 0.08% 140
2022
Q3 		$1.33M Sell
12,961
-3,047
-19% -$336K 0.12% 113
2022
Q2 		$1.76M Sell
16,008
-17,110
-52% -$1.93M 0.16% 98
2022
Q1 		$4M Sell
33,118
-13,649
-29% -$1.7M 0.31% 64
2021
Q4 		$6.2M Sell
46,767
-26,692
-36% -$3.55M 0.46% 49
2021
Q3 		$9.77M Sell
73,459
-192,868
-72% -$26.1M 0.8% 22
2021
Q2 		$35.8M Buy
266,327
+8,215
+3% +$1.08M 2.96% 8
2021
Q1 		$33.6M Buy
258,112
+179,595
+229% +$23.9M 2.87% 7
2020
Q4 		$10.8M Buy
+78,517
New +$10.7M 1.42% 11
2013
Q3 		– Sell
-1,862
Closed -$212K – 96
2013
Q2 		$212K Buy
+1,862
New +$221K 0.32% 67

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 $1.6B AUM 20.7% 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

McKinley Carter Wealth Services's LQD Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 4,618 shares — an estimated $522K sold.

McKinley Carter Wealth Services first reported a position in LQD in Q2 2013 and held it in 17 quarters. The position peaked at $35.8M in Q2 2021. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • McKinley Carter Wealth Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,618 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $522K.
  • McKinley Carter Wealth Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 17 quarters.
  • McKinley Carter Wealth Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.8M in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.