Quantitative Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quantitative Strategies’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	$24M	Buy	225,032 +5,626	+3%	+$616K	12.86%	3
2024 Q3	$24.8M	Buy	219,406 +3,897	+2%	+$431K	13.14%	3
2024 Q2	$23.1M	Buy	215,509 +10,353	+5%	+$1.1M	13.18%	3
2024 Q1	$22.3M	Buy	205,156 +8,455	+4%	+$919K	12.87%	3
2023 Q4	$21.8M	Buy	196,701 +2,072	+1%	+$216K	13.2%	3
2023 Q3	$19.9M	Buy	194,629 +9,670	+5%	+$1.02M	13.36%	3
2023 Q2	$20M	Buy	+184,959	New	+$20M	13.42%	3

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantitative Strategies's LQD Position: Q4 2024 in Review

Quantitative Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.6% in Q4 2024, buying an estimated $616K and bringing the position to 225,032 shares worth $24M. The position accounts for 12.86% of the portfolio, ranked #3.

Quantitative Strategies first reported a position in LQD in Q2 2023 and has held it in 7 quarters since. The position peaked at $24.8M in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Quantitative Strategies held 225,032 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $24M as of Q4 2024.
Quantitative Strategies bought 5,626 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $616K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 12.86% of Quantitative Strategies's portfolio in Q4 2024, its #3 holding.
Quantitative Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 7 quarters since.
Quantitative Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $24.8M in Q3 2024.
1,078 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Quantitative Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.