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Simplicity Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Simplicity Solutions’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
2023
Q4 		$355K Buy
+3,211
New +$334K 0.01% 784
2023
Q3 		– Sell
-3,288
Closed -$356K – 1052
2023
Q2 		$356K Buy
+3,288
New +$356K 0.01% 771
2021
Q4 		– Sell
-1,822
Closed -$242K – 552
2021
Q3 		$242K Buy
+1,822
New +$246K 0.04% 506
2021
Q1 		– Sell
-209,109
Closed -$28.9M – 779
2020
Q4 		$28.9M Sell
209,109
-43,298
-17% -$5.9M 0.43% 53
2020
Q3 		$34M Buy
252,407
+14,342
+6% +$1.96M 0.63% 33
2020
Q2 		$32M Buy
238,065
+85,698
+56% +$11.1M 0.63% 34
2020
Q1 		$18.8M Buy
152,367
+133,452
+706% +$17M 0.58% 33
2019
Q4 		$2.42M Buy
18,915
+7,422
+65% +$945K 0.07% 212
2019
Q3 		$1.47M Buy
11,493
+684
+6% +$86.2K 0.06% 226
2019
Q2 		$1.34M Buy
10,809
+665
+7% +$79.9K 0.06% 200
2019
Q1 		$1.21M Sell
10,144
-3,953
-28% -$458K 0.07% 225
2018
Q4 		$1.59M Sell
14,097
-52,436
-79% -$5.9M 0.21% 118
2018
Q3 		$7.65M Buy
66,533
+64,359
+2,960% +$7.42M 0.44% 39
2018
Q2 		$249K Buy
2,174
+342
+19% +$39.4K 0.02% 417
2018
Q1 		$215K Buy
+1,832
New +$216K 0.02% 340
2016
Q1 		– Sell
-3,862
Closed -$440K – 370
2015
Q4 		$440K Buy
+3,862
New +$446K 0.05% 472

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Simplicity Solutions's LQD Position: Q4 2023 in Review

Simplicity Solutions opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023: 3,211 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in LQD as recently as Q2 2023.

Simplicity Solutions first reported a position in LQD in Q4 2015 and has held it in 16 quarters since. The position peaked at $34M in Q3 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Simplicity Solutions held 3,211 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $355K as of Q4 2023.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Simplicity Solutions position in Q4 2023.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #784 holding.
  • Simplicity Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 16 quarters since.
  • Simplicity Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $34M in Q3 2020.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.