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Rareview Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rareview Capital’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 		– Sell
-22,827
Closed -$2.58M – 59
2024
Q3 		$2.58M Buy
22,827
+18,543
+433% +$2.05M 1.93% 19
2024
Q2 		$459K Sell
4,284
-55
-1% -$5.87K 0.44% 38
2024
Q1 		$473K Buy
+4,339
New +$471K 0.46% 38

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 $5.29B AUM 8.96% 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 $1.88B AUM 29.07% 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

Rareview Capital's LQD Position: Q4 2024 in Review

Rareview Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 22,827 shares — an estimated $2.58M sold.

Rareview Capital first reported a position in LQD in Q1 2024 and held it in 3 quarters. The position peaked at $2.58M in Q3 2024. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Rareview Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Rareview Capital sold 22,827 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $2.58M.
  • Rareview Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Rareview Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.58M in Q3 2024.
  • 1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Rareview Capital's 13F filing for Q4 2024, filed 10 Feb 2025.