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Relative Value Partners Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Relative Value Partners Group’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 		$1.78M Buy
+16,639
New +$1.78M 0.23% 99

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.89T AUM 35.08% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Relative Value Partners Group's LQD Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024: 16,639 shares worth $1.78M. The stake represents 0.23% of the portfolio and ranks #99 among its holdings.

1,007 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Relative Value Partners Group held 16,639 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.78M as of Q2 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Relative Value Partners Group position in Q2 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Relative Value Partners Group's portfolio in Q2 2024, its #99 holding.
  • 1,007 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.