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Meitav Investment House’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Meitav Investment House’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
-48,536
Closed -$5.37M – 305
2023
Q4 		$5.37M Buy
+48,536
New +$5.05M 0.08% 113
2023
Q3 		– Sell
-1,222
Closed -$132K – 450
2023
Q2 		$132K Buy
+1,222
New +$132K ﹤0.01% 372
2022
Q2 		– Sell
-2,156
Closed -$260K – 367
2022
Q1 		$260K Hold
2,156
– – ﹤0.01% 352
2021
Q4 		$285K Sell
2,156
-462
-18% -$61.4K ﹤0.01% 349
2021
Q3 		$348K Sell
2,618
-7,128
-73% -$963K 0.01% 337
2021
Q2 		$1.31M Buy
9,746
+6,268
+180% +$826K 0.03% 216
2021
Q1 		$451 Buy
3,478
+603
+21% +$80.2K 0.01% 280
2020
Q4 		$397K Sell
2,875
-6,142
-68% -$837K 0.02% 308
2020
Q3 		$1.22M Sell
9,017
-7,103
-44% -$968K 0.06% 141
2020
Q2 		$2.16M Buy
+16,120
New +$2.1M 0.13% 93
2018
Q4 		– Sell
-33,707
Closed -$3.87M – 408
2018
Q3 		$3.87M Buy
33,707
+31
+0.1% +$3.57K 0.19% 75
2018
Q2 		$3.93M Buy
33,676
+269
+0.8% +$31K 0.18% 86
2018
Q1 		$3.9M Buy
+33,407
New +$3.95M 0.2% 72

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NI
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meitav Investment House's LQD Position: Q1 2024 in Review

Meitav Investment House sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 48,536 shares — an estimated $5.37M sold.

Meitav Investment House first reported a position in LQD in Q1 2018 and held it in 13 quarters. The position peaked at $5.37M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Meitav Investment House reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 48,536 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $5.37M.
  • Meitav Investment House first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
  • Meitav Investment House's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.37M in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.