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NewSquare Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

NewSquare Capital’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 		– Sell
-718
Closed -$76.9K – 370
2024
Q2 		$76.9K Buy
+718
New +$76.6K 0.01% 158
2023
Q1 		– Sell
-57
Closed -$6.01K – 930
2022
Q4 		$6.01K Hold
57
– – ﹤0.01% 351
2022
Q3 		$6K Hold
57
– – ﹤0.01% 291
2022
Q2 		$6K Hold
57
– – ﹤0.01% 279
2022
Q1 		$7K Buy
57
+39
+217% +$4.87K ﹤0.01% 282
2021
Q4 		$2K Hold
18
– – ﹤0.01% 349
2021
Q3 		$2K Hold
18
– – ﹤0.01% 338
2021
Q2 		$2K Hold
18
– – ﹤0.01% 330
2021
Q1 		$2K Hold
18
– – ﹤0.01% 309
2020
Q4 		$2K Hold
18
– – ﹤0.01% 313
2020
Q3 		$2K Hold
18
– – ﹤0.01% 299
2020
Q2 		$2K Hold
18
– – ﹤0.01% 318
2020
Q1 		$2K Hold
18
– – ﹤0.01% 317
2019
Q4 		$2K Hold
18
– – ﹤0.01% 284
2019
Q3 		$2K Hold
18
– – ﹤0.01% 254
2019
Q2 		$2K Hold
18
– – ﹤0.01% 332
2019
Q1 		$2K Sell
18
-116
-87% -$13.4K ﹤0.01% 307
2018
Q4 		$15K Buy
+134
New +$15.1K ﹤0.01% 207
2018
Q1 		– Sell
-49
Closed -$6K – 343
2017
Q4 		$6K Buy
+49
New +$5.93K ﹤0.01% 261
2015
Q3 		– Sell
-29
Closed -$3K – 340
2015
Q2 		$3K Hold
29
– – ﹤0.01% 286
2015
Q1 		$4K Hold
29
– – ﹤0.01% 245
2014
Q4 		$3K Sell
29
-128
-82% -$15.3K ﹤0.01% 267
2014
Q3 		$19K Buy
+157
New +$18.7K 0.01% 217
2014
Q1 		– Sell
-170
Closed -$19K – 255
2013
Q4 		$19K Buy
+170
New +$19.4K 0.01% 167

Other funds holding LQD

Bank of America
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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NI
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewSquare Capital's LQD Position: Q3 2024 in Review

NewSquare Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 718 shares — an estimated $76.9K sold.

NewSquare Capital first reported a position in LQD in Q4 2013 and held it in 24 quarters. The position peaked at $76.9K in Q2 2024. 1,049 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • NewSquare Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • NewSquare Capital sold 718 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $76.9K.
  • NewSquare Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 24 quarters.
  • NewSquare Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $76.9K in Q2 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on NewSquare Capital's 13F filing for Q3 2024, filed 4 Nov 2024.