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tru Independence’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

tru Independence’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
Q1 		– Sell
-1,826
Closed -$202K – 110
2023
Q4 		$202K Sell
1,826
-1,893
-51% -$197K 0.06% 107
2023
Q3 		$379K Sell
3,719
-731
-16% -$77.1K 0.13% 91
2023
Q2 		$481K Sell
4,450
-370
-8% -$40K 0.16% 83
2023
Q1 		$528K Sell
4,820
-1,163
-19% -$126K 0.17% 84
2022
Q4 		$631K Sell
5,983
-323
-5% -$33.8K 0.2% 75
2022
Q3 		$646K Sell
6,306
-86
-1% -$9.48K 0.23% 75
2022
Q2 		$703K Sell
6,392
-1,667
-21% -$188K 0.23% 76
2022
Q1 		$975K Sell
8,059
-131
-2% -$16.3K 0.26% 70
2021
Q4 		$1.08M Buy
8,190
+270
+3% +$35.9K 0.3% 66
2021
Q3 		$1.05M Buy
+7,920
New +$1.07M 0.29% 67
2021
Q2 		– Sell
-8,371
Closed -$1.09M – 329
2021
Q1 		$1.09M Buy
+8,371
New +$1.11M 0.21% 101
2020
Q4 		– Sell
-1,385
Closed -$187K – 803
2020
Q3 		$187K Buy
1,385
+596
+76% +$81.3K 0.05% 160
2020
Q2 		$106 Buy
+789
New +$103K 0.02% 300
2020
Q1 		– Sell
-11,361
Closed -$1.4M – 839
2019
Q4 		$1.4M Buy
+11,361
New +$1.45M 0.2% 98

Other funds holding LQD

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

tru Independence's LQD Position: Q1 2024 in Review

tru Independence sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 1,826 shares — an estimated $202K sold.

tru Independence first reported a position in LQD in Q4 2019 and held it in 14 quarters. The position peaked at $1.4M in Q4 2019. 1,049 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • tru Independence reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • tru Independence sold 1,826 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $202K.
  • tru Independence first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
  • tru Independence's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.4M in Q4 2019.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on tru Independence's 13F filing for Q1 2024, filed 18 Apr 2024.