O'Dell Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

O'Dell Group’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 Q1	–	Sell	-95	Closed	-$10.5K	–	314
2023 Q4	$10.5K	Buy	+95	New	+$9.89K	﹤0.01%	345
2023 Q3	–	Sell	-1	Closed	-$109	–	301
2023 Q2	$109	Buy	+1	New	+$108	﹤0.01%	503
2022 Q4	–	Sell	-1	Closed	–	–	262
2022 Q3	$0	Hold	1	–	–	﹤0.01%	465
2022 Q2	$0	Hold	1	–	–	﹤0.01%	516
2022 Q1	$0	Hold	1	–	–	﹤0.01%	553
2021 Q4	$0	Sell	1 -206	-100%	-$27.4K	﹤0.01%	531
2021 Q3	$28K	Buy	+207	New	+$28K	0.01%	210

Other funds holding LQD

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

O'Dell Group's LQD Position: Q1 2024 in Review

O'Dell Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 95 shares — an estimated $10.5K sold.

O'Dell Group first reported a position in LQD in Q3 2021 and held it in 7 quarters. The position peaked at $28K in Q3 2021. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

O'Dell Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 95 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $10.5K.
O'Dell Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28K in Q3 2021.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.