Rockbridge Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rockbridge Investment Management’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	–	Sell	-548	Closed	-$60.6K	–	405
2023 Q4	$60.6K	Buy	+548	New	+$57.1K	0.01%	218
2022 Q3	–	Sell	-918	Closed	-$101K	–	383
2022 Q2	$101K	Sell	918 -123	-12%	-$13.9K	0.02%	156
2022 Q1	$126K	Sell	1,041 -655	-39%	-$81.7K	0.02%	199
2021 Q4	$225K	Hold	1,696	–	–	0.03%	167
2021 Q3	$226K	Hold	1,696	–	–	0.04%	138
2021 Q2	$228K	Buy	1,696 +445	+36%	+$58.7K	0.04%	136
2021 Q1	$163K	Buy	1,251 +631	+102%	+$84K	0.03%	158
2020 Q4	$86K	Hold	620	–	–	0.02%	219
2020 Q3	$84K	Buy	620 +150	+32%	+$20.4K	0.02%	201
2020 Q2	$63K	Buy	+470	New	+$61.1K	0.02%	214

Other funds holding LQD

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's LQD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 548 shares — an estimated $60.6K sold.

Rockbridge Investment Management first reported a position in LQD in Q2 2020 and held it in 10 quarters. The position peaked at $228K in Q2 2021. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Rockbridge Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 548 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $60.6K.
Rockbridge Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $228K in Q2 2021.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.