Oarsman Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$3.21K | – | 579 |
|
|
2024
Q4 | $3.21K | Sell |
30
-226
| -88% | -$24.7K | ﹤0.01% | 802 |
|
|
2024
Q3 | $28.9K | Buy |
+256
| New | +$28.3K | 0.01% | 543 |
|
|
2021
Q2 | – | Sell |
-5,473
| Closed | -$712K | – | 195 |
|
|
2021
Q1 | $712K | Sell |
5,473
-1,106
| -17% | -$147K | 0.31% | 96 |
|
|
2020
Q4 | $909K | Buy |
6,579
+33
| +0.5% | +$4.49K | 0.35% | 79 |
|
|
2020
Q3 | $882K | Sell |
6,546
-205
| -3% | -$27.9K | 0.4% | 70 |
|
|
2020
Q2 | $908K | Buy |
6,751
+671
| +11% | +$87.3K | 0.45% | 65 |
|
|
2020
Q1 | $751K | Sell |
6,080
-1,660
| -21% | -$212K | 0.69% | 47 |
|
|
2019
Q4 | $990K | Sell |
7,740
-565
| -7% | -$71.9K | 0.45% | 67 |
|
|
2019
Q3 | $1.06M | Sell |
8,305
-396
| -5% | -$49.9K | 0.5% | 67 |
|
|
2019
Q2 | $1.08M | Buy |
8,701
+149
| +2% | +$17.9K | 0.49% | 70 |
|
|
2019
Q1 | $1.02M | Sell |
8,552
-537
| -6% | -$62.2K | 0.48% | 73 |
|
|
2018
Q4 | $1.02M | Sell |
9,089
-302
| -3% | -$34K | 0.53% | 71 |
|
|
2018
Q3 | $1.08M | Buy |
9,391
+20
| +0.2% | +$2.31K | 0.43% | 77 |
|
|
2018
Q2 | $1.07M | Sell |
9,371
-800
| -8% | -$92.1K | 0.49% | 71 |
|
|
2018
Q1 | $1.19M | Sell |
10,171
-161
| -2% | -$19K | 0.54% | 64 |
|
|
2017
Q4 | $1.26M | Sell |
10,332
-10,422
| -50% | -$1.26M | 0.54% | 60 |
|
|
2017
Q3 | $2.52M | Buy |
20,754
+374
| +2% | +$45.2K | 1.06% | 31 |
|
|
2017
Q2 | $2.46M | Sell |
20,380
-183
| -0.9% | -$21.9K | 1.12% | 28 |
|
|
2017
Q1 | $2.42M | Buy |
20,563
+10,681
| +108% | +$1.25M | 1.13% | 29 |
|
|
2016
Q4 | $1.16M | Sell |
9,882
-8,722
| -47% | -$1.04M | 0.75% | 44 |
|
|
2016
Q3 | $2.29M | Buy |
18,604
+42
| +0.2% | +$5.17K | 1.17% | 25 |
|
|
2016
Q2 | $2.28M | Buy |
18,562
+433
| +2% | +$51.9K | 1.18% | 20 |
|
|
2016
Q1 | $2.15M | Buy |
18,129
+2,616
| +17% | +$301K | 1.15% | 22 |
|
|
2015
Q4 | $1.77M | Buy |
15,513
+65
| +0.4% | +$7.51K | 0.99% | 30 |
|
|
2015
Q3 | $1.79M | Sell |
15,448
-1,021
| -6% | -$118K | 1.06% | 25 |
|
|
2015
Q2 | $1.91M | Buy |
16,469
+236
| +1% | +$28K | 1.3% | 15 |
|
|
2015
Q1 | $1.98M | Buy |
16,233
+546
| +3% | +$66.2K | 1.36% | 16 |
|
|
2014
Q4 | $1.87M | Buy |
15,687
+149
| +1% | +$17.8K | 1.35% | 16 |
|
|
2014
Q3 | $1.84M | Sell |
15,538
-1,110
| -7% | -$132K | 1.35% | 16 |
|
|
2014
Q2 | $1.99M | Buy |
16,648
+239
| +1% | +$28.3K | 1.44% | 12 |
|
|
2014
Q1 | $1.92M | Buy |
16,409
+404
| +3% | +$46.9K | 1.48% | 12 |
|
|
2013
Q4 | $1.83M | Sell |
16,005
-1,576
| -9% | -$180K | 1.47% | 12 |
|
|
2013
Q3 | $2M | Buy |
17,581
+1,028
| +6% | +$116K | 1.74% | 7 |
|
|
2013
Q2 | $1.88M | Buy |
+16,553
| New | +$1.97M | 1.78% | 8 |
|
Other funds holding LQD
MYLI
JSTA
AIMU
NI
Oarsman Capital's LQD Position: Q1 2025 in Review
Oarsman Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 30 shares — an estimated $3.21K sold.
Oarsman Capital first reported a position in LQD in Q2 2013 and held it in 34 quarters. The position peaked at $2.52M in Q3 2017. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.
- Oarsman Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
- Oarsman Capital sold 30 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $3.21K.
- Oarsman Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 34 quarters.
- Oarsman Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.52M in Q3 2017.
- 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.
Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.