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Retirement Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Retirement 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
Q1 		$317K Sell
2,910
-150
-5% -$16.3K 0.11% 86
2023
Q4 		$339K Sell
3,060
-100
-3% -$10.4K 0.14% 78
2023
Q3 		$322K Sell
3,160
-1,178
-27% -$124K 0.13% 74
2023
Q2 		$469K Sell
4,338
-37
-0.8% -$4K 0.2% 62
2023
Q1 		$480K Buy
4,375
+1,178
+37% +$128K 0.22% 60
2022
Q4 		$337K Buy
3,197
+3,021
+1,716% +$316K 0.16% 60
2022
Q3 		$18K Sell
176
-3,967
-96% -$437K 0.01% 189
2022
Q2 		$456K Buy
4,143
+462
+13% +$52.2K 0.19% 66
2022
Q1 		$445K Sell
3,681
-94
-2% -$11.7K 0.17% 67
2021
Q4 		$500K Sell
3,775
-166
-4% -$22.1K 0.22% 64
2021
Q3 		$524K Sell
3,941
-123
-3% -$16.6K 0.24% 68
2021
Q2 		$546K Sell
4,064
-429
-10% -$56.5K 0.26% 62
2021
Q1 		$584K Buy
4,493
+35
+0.8% +$4.66K 0.27% 62
2020
Q4 		$616K Buy
4,458
+76
+2% +$10.4K 0.28% 54
2020
Q3 		$590K Buy
4,382
+19
+0.4% +$2.59K 0.33% 55
2020
Q2 		$587K Buy
+4,363
New +$567K 0.36% 53
2019
Q4 		$530K Buy
+4,139
New +$527K 0.34% 53

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

Retirement Group's LQD Position: Q1 2024 in Review

Retirement Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.9% in Q1 2024, selling an estimated $16.3K and leaving 2,910 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #86.

Retirement Group first reported a position in LQD in Q4 2019 and has held it in 17 quarters since. The position peaked at $616K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Retirement Group held 2,910 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $317K as of Q1 2024.
  • Retirement Group sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $16.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Retirement Group's portfolio in Q1 2024, its #86 holding.
  • Retirement Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $616K in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.