New Potomac Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

New Potomac Partners’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 Q3	$11.3K	Buy	+100	New	+$11.1K	0.01%	145
2020 Q4	–	Sell	-900	Closed	-$121K	–	96
2020 Q3	$121K	Hold	900	–	–	0.1%	70
2020 Q2	$121K	Buy	900 +245	+37%	+$31.9K	0.11%	73
2020 Q1	$81K	Hold	655	–	–	0.09%	75
2019 Q4	$84K	Sell	655 -25	-4%	-$3.18K	0.08%	87
2019 Q3	$87K	Hold	680	–	–	0.09%	82
2019 Q2	$85K	Hold	680	–	–	0.09%	86
2019 Q1	$81K	Hold	680	–	–	0.08%	89
2018 Q4	$77K	Buy	680 +400	+143%	+$45K	0.08%	88
2018 Q3	$32K	Sell	280 -100	-26%	-$11.5K	0.03%	112
2018 Q2	$44K	Hold	380	–	–	0.04%	103
2018 Q1	$45K	Sell	380 -80	-17%	-$9.45K	0.04%	102
2017 Q4	$56K	Buy	+460	New	+$55.7K	0.05%	91

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New Potomac Partners's LQD Position: Q3 2024 in Review

New Potomac Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024: 100 shares worth $11.3K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in LQD as recently as Q3 2020.

New Potomac Partners first reported a position in LQD in Q4 2017 and has held it in 13 quarters since. The position peaked at $121K in Q3 2020. 1,047 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

New Potomac Partners held 100 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.3K as of Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new New Potomac Partners position in Q3 2024.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #145 holding.
New Potomac Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 13 quarters since.
New Potomac Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $121K in Q3 2020.
1,047 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.