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Private Portfolio Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Private Portfolio 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
Q4 		$574K Buy
5,371
+51
+1% +$5.58K 0.11% 146
2024
Q3 		$601K Buy
+5,320
New +$589K 0.11% 138
2024
Q2 		– Sell
-5,570
Closed -$607K – 184
2024
Q1 		$607K Buy
5,570
+194
+4% +$21.1K 0.13% 137
2023
Q4 		$595K Buy
5,376
+370
+7% +$38.5K 0.14% 125
2023
Q3 		$511K Buy
5,006
+526
+12% +$55.5K 0.13% 129
2023
Q2 		$484K Buy
4,480
+211
+5% +$22.8K 0.12% 135
2023
Q1 		$468K Buy
4,269
+320
+8% +$34.7K 0.13% 133
2022
Q4 		$416K Buy
3,949
+557
+16% +$58.3K 0.11% 162
2022
Q3 		$348K Sell
3,392
-559
-14% -$61.6K 0.1% 173
2022
Q2 		$435K Sell
3,951
-473
-11% -$53.4K 0.12% 146
2022
Q1 		$535K Buy
4,424
+158
+4% +$19.7K 0.13% 147
2021
Q4 		$565K Buy
4,266
+457
+12% +$60.7K 0.14% 137
2021
Q3 		$507K Sell
3,809
-624
-14% -$84.3K 0.14% 138
2021
Q2 		$596K Sell
4,433
-9,874
-69% -$1.3M 0.17% 112
2021
Q1 		$1.86M Sell
14,307
-13,654
-49% -$1.82M 0.6% 42
2020
Q4 		$3.86M Buy
27,961
+2,043
+8% +$278K 1.37% 16
2020
Q3 		$3.49M Buy
25,918
+2,150
+9% +$293K 1.42% 15
2020
Q2 		$3.2M Buy
23,768
+19,284
+430% +$2.51M 1.48% 16
2020
Q1 		$554K Sell
4,484
-976
-18% -$124K 0.29% 89
2019
Q4 		$699K Sell
5,460
-2,894
-35% -$369K 0.3% 86
2019
Q3 		$1.06M Sell
8,354
-4,554
-35% -$574K 0.5% 57
2019
Q2 		$1.61M Sell
12,908
-2,399
-16% -$288K 0.69% 40
2019
Q1 		$1.82M Sell
15,307
-1,902
-11% -$220K 0.96% 24
2018
Q4 		$1.94M Buy
+17,209
New +$1.93M 1.2% 17

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Portfolio Partners's LQD Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.96% in Q4 2024, buying an estimated $5.58K and bringing the position to 5,371 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #146.

Private Portfolio Partners first reported a position in LQD in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.86M in Q4 2020. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Private Portfolio Partners held 5,371 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $574K as of Q4 2024.
  • Private Portfolio Partners bought 51 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $5.58K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Private Portfolio Partners's portfolio in Q4 2024, its #146 holding.
  • Private Portfolio Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.86M in Q4 2020.
  • 1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.