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McMorgan & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

McMorgan & Co’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
2023
Q2 		– Sell
-120,352
Closed -$13.2M – 54
2023
Q1 		$13.2M Buy
+120,352
New +$13M 2.72% 8

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

McMorgan & Co's LQD Position: Q2 2023 in Review

McMorgan & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 120,352 shares — an estimated $13.2M sold.

McMorgan & Co first reported a position in LQD in Q1 2023 and held it in 1 quarter. The position peaked at $13.2M in Q1 2023. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • McMorgan & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • McMorgan & Co sold 120,352 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $13.2M.
  • McMorgan & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • McMorgan & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.2M in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on McMorgan & Co's 13F filing for Q2 2023, filed 14 Aug 2023.