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Morningstar Investment Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Morningstar Investment 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
Q2 		– Sell
-4,126
Closed -$450K – 385
2024
Q1 		$450K Sell
4,126
-7,801
-65% -$848K 0.01% 243
2023
Q4 		$1.32M Buy
11,927
+9,651
+424% +$1.01M 0.01% 209
2023
Q3 		$233K Buy
+2,276
New +$240K ﹤0.01% 263

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
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
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morningstar Investment Services's LQD Position: Q2 2024 in Review

Morningstar Investment Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 4,126 shares — an estimated $450K sold.

Morningstar Investment Services first reported a position in LQD in Q3 2023 and held it in 3 quarters. The position peaked at $1.32M in Q4 2023. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Morningstar Investment Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,126 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $450K.
  • Morningstar Investment Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Morningstar Investment Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.32M in Q4 2023.
  • 1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Morningstar Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.