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StrategIQ Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

StrategIQ Financial Group’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
-1,967
Closed -$201K – 326
2023
Q3 		$201K Hold
1,967
– – 0.02% 299
2023
Q2 		$213K Buy
1,967
+56
+3% +$6.06K 0.02% 290
2023
Q1 		$209K Buy
+1,911
New +$207K 0.02% 277
2022
Q1 		– Sell
-30,845
Closed -$4.09M – 300
2021
Q4 		$4.09M Buy
+30,845
New +$4.1M 0.41% 55
2020
Q1 		– Sell
-2,655
Closed -$340K – 194
2019
Q4 		$340K Sell
2,655
-324
-11% -$41.3K 0.09% 160
2019
Q3 		$380K Sell
2,979
-22,304
-88% -$2.81M 0.11% 148
2019
Q2 		$3.14M Sell
25,283
-1,278
-5% -$153K 0.91% 31
2019
Q1 		$3.16M Sell
26,561
-2,952
-10% -$342K 0.97% 28
2018
Q4 		$3.33M Sell
29,513
-7,281
-20% -$819K 1.14% 25
2018
Q3 		$4.23M Sell
36,794
-7,468
-17% -$861K 1.34% 20
2018
Q2 		$5.07M Sell
44,262
-5,510
-11% -$634K 1.75% 15
2018
Q1 		$5.84M Buy
49,772
+891
+2% +$105K 2.32% 10
2017
Q4 		$5.94M Sell
48,881
-57,891
-54% -$7M 2.31% 9
2017
Q3 		$12.9M Buy
106,772
+4,652
+5% +$562K 5.21% 4
2017
Q2 		$12.3M Buy
102,120
+2,296
+2% +$274K 5.23% 3
2017
Q1 		$11.8M Buy
99,824
+7,307
+8% +$858K 5.34% 4
2016
Q4 		$10.8M Buy
92,517
+3,844
+4% +$457K 5.42% 4
2016
Q3 		$10.9M Buy
88,673
+3,895
+5% +$480K 6% 3
2016
Q2 		$10.4M Buy
84,778
+6,751
+9% +$810K 6.1% 3
2016
Q1 		$9.27M Buy
78,027
+5,510
+8% +$633K 8.65% 2
2015
Q4 		$8.27M Buy
+72,517
New +$8.38M 8.46% 3

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

StrategIQ Financial Group's LQD Position: Q4 2023 in Review

StrategIQ Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 1,967 shares — an estimated $201K sold.

StrategIQ Financial Group first reported a position in LQD in Q4 2015 and held it in 21 quarters. The position peaked at $12.9M in Q3 2017. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • StrategIQ Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • StrategIQ Financial Group sold 1,967 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $201K.
  • StrategIQ Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and held it in 21 quarters.
  • StrategIQ Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.9M in Q3 2017.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.