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Truvestments Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Truvestments Capital’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
2025
Q1 		– Sell
-11
Closed -$1.18K – 1102
2024
Q4 		$1.18K Hold
11
– – ﹤0.01% 910
2024
Q3 		$1.24K Buy
+11
New +$1.22K ﹤0.01% 840
2024
Q2 		– Sell
-11
Closed -$1.2K – 479
2024
Q1 		$1.2K Sell
11
-64
-85% -$6.95K ﹤0.01% 641
2023
Q4 		$8.3K Buy
75
+64
+582% +$6.67K ﹤0.01% 532
2023
Q3 		$1.12K Sell
11
-2
-15% -$211 ﹤0.01% 619
2023
Q2 		$1.41K Hold
13
– – ﹤0.01% 618
2023
Q1 		$1.43K Hold
13
– – ﹤0.01% 594
2022
Q4 		$1.37K Hold
13
– – ﹤0.01% 791
2022
Q3 		$1K Hold
13
– – ﹤0.01% 594
2022
Q2 		$1K Buy
+13
New +$1.47K ﹤0.01% 608
2022
Q1 		– Sell
-13
Closed -$2K – 377
2021
Q4 		$2K Sell
13
-17
-57% -$2.26K ﹤0.01% 553
2021
Q3 		$4K Hold
30
– – ﹤0.01% 476
2021
Q2 		$4K Sell
30
-65
-68% -$8.57K ﹤0.01% 487
2021
Q1 		$12K Hold
95
– – 0.01% 420
2020
Q4 		$13K Buy
95
+30
+46% +$4.09K 0.01% 407
2020
Q3 		$9K Sell
65
-13
-17% -$1.77K 0.01% 262
2020
Q2 		$9K Hold
78
– – 0.01% 386
2020
Q1 		$9K Buy
+78
New +$9.94K 0.01% 360
2019
Q4 		– Sell
-120
Closed -$15K – 388
2019
Q3 		$15K Hold
120
– – 0.01% 447
2019
Q2 		$15K Hold
120
– – 0.01% 472
2019
Q1 		$14K Buy
+120
New +$13.9K 0.01% 463
2018
Q3 		$288K Sell
2,506
-50
-2% -$5.76K 0.14% 143
2018
Q2 		$293K Buy
+2,556
New +$294K 0.18% 134

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 $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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truvestments Capital's LQD Position: Q1 2025 in Review

Truvestments Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2025, closing a stake of 11 shares — an estimated $1.18K sold.

Truvestments Capital first reported a position in LQD in Q2 2018 and held it in 23 quarters. The position peaked at $293K in Q2 2018. 1,028 funds tracked by Wall St. Rank hold LQD as of Q1 2025.

  • Truvestments Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 11 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.18K.
  • Truvestments Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 23 quarters.
  • Truvestments Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $293K in Q2 2018.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.