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

Sawgrass Asset 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 Q4	–	Sell	-5,285	Closed	-$597K	–	177
2024 Q3	$597K	Buy	5,285 +2,256	+74%	+$250K	0.06%	118
2024 Q2	$324K	Hold	3,029	–	–	0.04%	151
2024 Q1	$330K	Hold	3,029	–	–	0.04%	159
2023 Q4	$335K	Sell	3,029 -630	-17%	-$65.6K	0.04%	160
2023 Q3	$373K	Hold	3,659	–	–	0.05%	148
2023 Q2	$396K	Hold	3,659	–	–	0.05%	132
2023 Q1	$401K	Hold	3,659	–	–	0.05%	121
2022 Q4	$386K	Hold	3,659	–	–	0.05%	124
2022 Q3	$375K	Hold	3,659	–	–	0.05%	123
2022 Q2	$403K	Sell	3,659 -200	-5%	-$22.6K	0.05%	124
2022 Q1	$467K	Buy	+3,859	New	+$481K	0.05%	126

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

Sawgrass Asset Management's LQD Position: Q4 2024 in Review

Sawgrass Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 5,285 shares — an estimated $597K sold.

Sawgrass Asset Management first reported a position in LQD in Q1 2022 and held it in 11 quarters. The position peaked at $597K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

Sawgrass Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Sawgrass Asset Management sold 5,285 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $597K.
Sawgrass Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
Sawgrass Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $597K 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 Sawgrass Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.