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Pinion Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinion Investment Advisors’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
-2,429
Closed -$269K – 157
2023
Q4 		$269K Buy
+2,429
New +$253K 0.16% 123
2023
Q3 		– Sell
-2,826
Closed -$306K – 163
2023
Q2 		$306K Buy
+2,826
New +$306K 0.21% 125
2022
Q4 		– Sell
-2,604
Closed -$267K – 144
2022
Q3 		$267K Sell
2,604
-518
-17% -$57.1K 0.23% 124
2022
Q2 		$344K Buy
3,122
+328
+12% +$37K 0.29% 116
2022
Q1 		$338K Sell
2,794
-799
-22% -$99.7K 0.23% 128
2021
Q4 		$476K Buy
3,593
+7
+0.2% +$930 0.32% 95
2021
Q3 		$477K Buy
3,586
+1,656
+86% +$224K 0.38% 85
2021
Q2 		$259K Buy
1,930
+162
+9% +$21.4K 0.21% 132
2021
Q1 		$230K Buy
+1,768
New +$235K 0.21% 131
2020
Q4 		– Sell
-1,612
Closed -$217K – 138
2020
Q3 		$217K Hold
1,612
– – 0.33% 105
2020
Q2 		$217K Sell
1,612
-430
-21% -$55.9K 0.33% 105
2020
Q1 		$252K Sell
2,042
-59
-3% -$7.52K 0.54% 78
2019
Q4 		$269K Buy
2,101
+47
+2% +$5.99K 0.5% 100
2019
Q3 		$262K Sell
2,054
-380
-16% -$47.9K 0.54% 95
2019
Q2 		$303K Sell
2,434
-420
-15% -$50.4K 0.65% 81
2019
Q1 		$340K Sell
2,854
-80
-3% -$9.27K 0.59% 87
2018
Q4 		$331K Buy
2,934
+56
+2% +$6.3K 0.7% 70
2018
Q3 		$331K Buy
2,878
+176
+7% +$20.3K 0.64% 77
2018
Q2 		$310K Buy
2,702
+47
+2% +$5.41K 0.6% 85
2018
Q1 		$312K Buy
+2,655
New +$314K 0.67% 77

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NI
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinion Investment Advisors's LQD Position: Q1 2024 in Review

Pinion Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 2,429 shares — an estimated $269K sold.

Pinion Investment Advisors first reported a position in LQD in Q1 2018 and held it in 20 quarters. The position peaked at $477K in Q3 2021. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Pinion Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 2,429 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $269K.
  • Pinion Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 20 quarters.
  • Pinion Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $477K 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 Pinion Investment Advisors's 13F filing for Q1 2024, filed 9 May 2024.