One Advisory Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

One Advisory 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 Q2	–	Sell	-2,497	Closed	-$272K	–	46
2024 Q1	$272K	Sell	2,497 -24,122	-91%	-$2.62M	0.13%	41
2023 Q4	$2.95M	Buy	26,619 +1,245	+5%	+$130K	1.55%	18
2023 Q3	$2.59M	Buy	+25,374	New	+$2.68M	1.51%	15
2022 Q4	–	Sell	-2,141	Closed	-$219K	–	52
2022 Q3	$219K	Buy	+2,141	New	+$236K	0.15%	46
2021 Q3	–	Sell	-1,576	Closed	-$212K	–	30
2021 Q2	$212K	Sell	1,576 -26,366	-94%	-$3.48M	0.13%	31
2021 Q1	$3.63M	Sell	27,942 -51,496	-65%	-$6.85M	2.39%	13
2020 Q4	$11M	Sell	79,438 -2,508	-3%	-$342K	7.51%	4
2020 Q3	$11M	Buy	81,946 +3,348	+4%	+$456K	8.38%	4
2020 Q2	$10.6M	Buy	+78,598	New	+$10.2M	8.53%	4

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

One Advisory Partners's LQD Position: Q2 2024 in Review

One Advisory Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 2,497 shares — an estimated $272K sold.

One Advisory Partners first reported a position in LQD in Q2 2020 and held it in 9 quarters. The position peaked at $11M in Q3 2020. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

One Advisory Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
One Advisory Partners sold 2,497 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $272K.
One Advisory Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
One Advisory Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11M in Q3 2020.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on One Advisory Partners's 13F filing for Q2 2024, filed 23 Jul 2024.