Valley National Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-18	Closed	-$1K	–	973
2024 Q2	$1K	Hold	18	–	–	﹤0.01%	1066
2024 Q1	$1K	Hold	18	–	–	﹤0.01%	1107
2023 Q4	$1K	Hold	18	–	–	﹤0.01%	1093
2023 Q3	$2K	Hold	18	–	–	﹤0.01%	834
2023 Q2	$2K	Hold	18	–	–	﹤0.01%	798
2023 Q1	$2K	Hold	18	–	–	﹤0.01%	769
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	795
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	787
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	766
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	801
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	797
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	773
2021 Q2	$2K	Buy	+18	New	+$2.37K	﹤0.01%	789
2020 Q4	–	Sell	-37	Closed	-$5K	–	838
2020 Q3	$5K	Hold	37	–	–	﹤0.01%	563
2020 Q2	$5K	Hold	37	–	–	﹤0.01%	560
2020 Q1	$5K	Buy	+37	New	+$4.71K	﹤0.01%	544
2015 Q4	–	Sell	-50	Closed	-$6K	–	628
2015 Q3	$6K	Hold	50	–	–	﹤0.01%	427
2015 Q2	$6K	Hold	50	–	–	﹤0.01%	433
2015 Q1	$6K	Buy	+50	New	+$6.06K	﹤0.01%	427

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valley National Advisers's LQD Position: Q3 2024 in Review

Valley National Advisers sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 18 shares — an estimated $1K sold.

Valley National Advisers first reported a position in LQD in Q1 2015 and held it in 19 quarters. The position peaked at $6K in Q3 2015. 1,049 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

Valley National Advisers reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $1K.
Valley National Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 19 quarters.
Valley National Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6K in Q3 2015.
1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.