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Townsend & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Townsend & Associates’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
-338,969
Closed -$37M – 105
2024
Q3 		$37M Buy
338,969
+10,876
+3% +$1.2M 3.8% 6
2024
Q2 		$35.6M Buy
328,093
+8,299
+3% +$886K 3.95% 6
2024
Q1 		$33.7M Buy
319,794
+7,061
+2% +$767K 3.93% 5
2023
Q4 		$34M Buy
312,733
+140,243
+81% +$14.6M 4.26% 5
2023
Q3 		$17.2M Buy
172,490
+74,161
+75% +$7.82M 3.63% 6
2023
Q2 		$10.6M Buy
98,329
+61,446
+167% +$6.64M 2.72% 8
2023
Q1 		$4.05M Buy
36,883
+21,061
+133% +$2.28M 1.63% 17
2022
Q4 		$1.71M Buy
+15,822
New +$1.66M 0.85% 46
2020
Q2 		– Sell
-7,143
Closed -$883K – 74
2020
Q1 		$883K Buy
7,143
+498
+7% +$63.5K 0.92% 56
2019
Q4 		$849K Buy
6,645
+395
+6% +$50.3K 0.74% 60
2019
Q3 		$797K Sell
6,250
-1,037
-14% -$131K 0.76% 59
2019
Q2 		$910K Buy
7,287
+5,441
+295% +$653K 0.69% 54
2019
Q1 		$220K Buy
+1,846
New +$214K 0.22% 71
2018
Q4 		– Sell
-4,757
Closed -$547K – 113
2018
Q3 		$547K Buy
4,757
+1,077
+29% +$124K 0.54% 61
2018
Q2 		$422K Sell
3,680
-1,409
-28% -$162K 0.47% 64
2018
Q1 		$597K Buy
5,089
+363
+8% +$42.9K 0.48% 56
2017
Q4 		$574K Buy
+4,726
New +$572K 0.49% 54

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Townsend & Associates's LQD Position: Q4 2024 in Review

Townsend & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 338,969 shares — an estimated $37M sold.

Townsend & Associates first reported a position in LQD in Q4 2017 and held it in 17 quarters. The position peaked at $37M in Q3 2024. 1,079 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Townsend & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Townsend & Associates sold 338,969 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $37M.
  • Townsend & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 17 quarters.
  • Townsend & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $37M in Q3 2024.
  • 1,079 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Townsend & Associates's 13F filing for Q4 2024, filed 4 Feb 2025.