SPX Gestao de Recursos’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SPX Gestao de Recursos’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	–	Sell	-1,391,268	Closed	-$152M	–	87
2024 Q1	$152M	Buy	1,391,268 +931,343	+202%	+$101M	13.19%	2
2023 Q4	$50.9M	Sell	459,925 -2,881,716	-86%	-$300M	3.93%	8
2023 Q3	$341M	Buy	3,341,641 +1,464,300	+78%	+$154M	17.93%	1
2023 Q2	$203M	Buy	+1,877,341	New	+$203M	9.62%	2
2020 Q2	–	Sell	-350,000	Closed	-$43.2M	–	57
2020 Q1	$43.2M	Buy	+350,000	New	+$44.6M	7.76%	5

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

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SPX Gestao de Recursos's LQD Position: Q2 2024 in Review

SPX Gestao de Recursos sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 1,391,268 shares — an estimated $152M sold.

SPX Gestao de Recursos first reported a position in LQD in Q1 2020 and held it in 5 quarters. The position peaked at $341M in Q3 2023. 1,003 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

SPX Gestao de Recursos reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
SPX Gestao de Recursos sold 1,391,268 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $152M.
SPX Gestao de Recursos first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 5 quarters.
SPX Gestao de Recursos's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $341M in Q3 2023.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on SPX Gestao de Recursos's 13F filing for Q2 2024, filed 26 Aug 2024.