Moloney Securities Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Moloney Securities Asset Management’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	-2,001	Closed	-$226K	–	500
2024 Q3	$226K	Buy	2,001 +51	+3%	+$5.64K	0.03%	416
2024 Q2	$209K	Buy	1,950 +70	+4%	+$7.47K	0.03%	418
2024 Q1	$205K	Buy	+1,880	New	+$204K	0.03%	410
2023 Q1	–	Sell	-43,912	Closed	-$4.63M	–	443
2022 Q4	$4.63M	Sell	43,912 -2,113	-5%	-$221K	1.02%	18
2022 Q3	$4.71M	Sell	46,025 -268	-0.6%	-$29.5K	1.14%	13
2022 Q2	$5.09M	Buy	46,293 +251	+0.5%	+$28.3K	1.19%	13
2022 Q1	$5.57M	Buy	46,042 +1,184	+3%	+$148K	1.08%	14
2021 Q4	$5.95M	Sell	44,858 -253	-0.6%	-$33.6K	1.01%	13
2021 Q3	$6M	Buy	45,111 +2,931	+7%	+$396K	1.09%	11
2021 Q2	$5.67M	Buy	42,180 +2,022	+5%	+$267K	1.03%	15
2021 Q1	$5.22M	Buy	40,158 +30,309	+308%	+$4.03M	1.03%	16
2020 Q4	$1.36M	Buy	+9,849	New	+$1.34M	0.3%	88
2020 Q2	–	Sell	-2,420	Closed	-$299K	–	313
2020 Q1	$299K	Sell	2,420 -496	-17%	-$63.2K	0.11%	189
2019 Q4	$373K	Sell	2,916 -11,772	-80%	-$1.5M	0.12%	213
2019 Q3	$1.87M	Buy	14,688 +11,381	+344%	+$1.43M	0.63%	44
2019 Q2	$411K	Sell	3,307 -177	-5%	-$21.3K	0.14%	182
2019 Q1	$415K	Sell	3,484 -1,339	-28%	-$155K	0.14%	180
2018 Q4	$544K	Buy	4,823 +107	+2%	+$12K	0.22%	130
2018 Q3	$542K	Sell	4,716 -557	-11%	-$64.2K	0.19%	145
2018 Q2	$604K	Sell	5,273 -1,771	-25%	-$204K	0.23%	129
2018 Q1	$827K	Sell	7,044 -1,658	-19%	-$196K	0.33%	100
2017 Q4	$1.06M	Buy	8,702 +292	+3%	+$35.3K	0.44%	69
2017 Q3	$1.02M	Sell	8,410 -9,404	-53%	-$1.14M	0.45%	59
2017 Q2	$2.15M	Buy	17,814 +2,836	+19%	+$339K	1.07%	19
2017 Q1	$1.77M	Buy	14,978 +605	+4%	+$71K	0.91%	23
2016 Q4	$1.68M	Buy	+14,373	New	+$1.71M	1.02%	23

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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

Moloney Securities Asset Management's LQD Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 2,001 shares — an estimated $226K sold.

Moloney Securities Asset Management first reported a position in LQD in Q4 2016 and held it in 26 quarters. The position peaked at $6M in Q3 2021. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Moloney Securities Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 2,001 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $226K.
Moloney Securities Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 26 quarters.
Moloney Securities Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6M in Q3 2021.
1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.