Moisand Fitzgerald Tamayo’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Moisand Fitzgerald Tamayo’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	-872	Closed	-$98.6K	–	622
2024 Q3	$98.6K	Buy	+872	New	+$96.5K	0.01%	149
2024 Q1	–	Sell	-64	Closed	-$7.08K	–	631
2023 Q4	$7.08K	Buy	+64	New	+$6.67K	﹤0.01%	382
2022 Q2	–	Sell	-87	Closed	-$11K	–	638
2022 Q1	$11K	Hold	87	–	–	0.01%	176
2021 Q4	$12K	Hold	87	–	–	﹤0.01%	244
2021 Q3	$12K	Hold	87	–	–	﹤0.01%	237
2021 Q2	$12K	Hold	87	–	–	﹤0.01%	249
2021 Q1	$11K	Hold	87	–	–	﹤0.01%	208
2020 Q4	$12K	Sell	87 -16	-16%	-$2.18K	0.01%	195
2020 Q3	$14K	Sell	103 -184	-64%	-$25.1K	0.01%	177
2020 Q2	$39K	Buy	287 +286	+28,600%	+$37.2K	0.02%	120
2020 Q1	$0	Hold	1	–	–	﹤0.01%	276
2019 Q4	$0	Hold	1	–	–	﹤0.01%	282
2019 Q3	$0	Hold	1	–	–	﹤0.01%	280
2019 Q2	$0	Hold	1	–	–	﹤0.01%	281
2019 Q1	$0	Hold	1	–	–	﹤0.01%	286
2018 Q4	$0	Hold	1	–	–	﹤0.01%	291
2018 Q3	$0	Hold	1	–	–	﹤0.01%	304
2018 Q2	$0	Hold	1	–	–	﹤0.01%	306
2018 Q1	$0	Hold	1	–	–	﹤0.01%	328
2017 Q4	$0	Hold	1	–	–	﹤0.01%	305
2017 Q3	$0	Buy	+1	New	+$121	﹤0.01%	318

Other funds holding LQD

MYLI

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

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

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

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moisand Fitzgerald Tamayo's LQD Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 872 shares — an estimated $98.6K sold.

Moisand Fitzgerald Tamayo first reported a position in LQD in Q3 2017 and held it in 21 quarters. The position peaked at $98.6K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Moisand Fitzgerald Tamayo reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 872 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $98.6K.
Moisand Fitzgerald Tamayo first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 21 quarters.
Moisand Fitzgerald Tamayo's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $98.6K in Q3 2024.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.