Oliver Lagore Vanvalin Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	–	Sell	-573	Closed	-$62.5K	–	783
2024 Q1	$62.5K	Sell	573 -1,729	-75%	-$188K	0.02%	226
2023 Q4	$255K	Buy	2,302 +611	+36%	+$63.6K	0.09%	98
2023 Q3	$173K	Buy	1,691 +1,518	+877%	+$160K	0.07%	127
2023 Q2	$18.7K	Buy	+173	New	+$18.7K	0.01%	379
2022 Q4	–	Sell	-437	Closed	-$45K	–	725
2022 Q3	$45K	Buy	437 +386	+757%	+$42.5K	0.03%	181
2022 Q2	$6K	Buy	51 +39	+325%	+$4.4K	﹤0.01%	391
2022 Q1	$1K	Buy	+12	New	+$1.5K	﹤0.01%	538

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LQD Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 573 shares — an estimated $62.5K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in LQD in Q1 2022 and held it in 7 quarters. The position peaked at $255K in Q4 2023. 1,004 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 573 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $62.5K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Oliver Lagore Vanvalin Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $255K in Q4 2023.
1,004 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.