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Steph & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Steph & Co’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 		– Sell
-81
Closed -$8.26K – 276
2023
Q3 		$8.26K Buy
+81
New +$8.54K ﹤0.01% 257
2022
Q2 		– Sell
-1,340
Closed -$162K – 271
2022
Q1 		$162K Hold
1,340
– – 0.1% 113
2021
Q4 		$178K Buy
+1,340
New +$178K 0.1% 110
2020
Q2 		– Sell
-160
Closed -$20K – 254
2020
Q1 		$20K Buy
+160
New +$20.4K 0.02% 175

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

Steph & Co's LQD Position: Q4 2023 in Review

Steph & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 81 shares — an estimated $8.26K sold.

Steph & Co first reported a position in LQD in Q1 2020 and held it in 4 quarters. The position peaked at $178K in Q4 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • Steph & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 81 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $8.26K.
  • Steph & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 4 quarters.
  • Steph & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $178K in Q4 2021.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.