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

Verde Capital Management’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
-1,942
Closed -$208K – 53
2024
Q2 		$208K Sell
1,942
-157
-7% -$16.8K 0.07% 45
2024
Q1 		$229K Buy
2,099
+182
+9% +$19.8K 0.08% 42
2023
Q4 		$212K Sell
1,917
-414
-18% -$43.1K 0.08% 42
2023
Q3 		$238K Buy
2,331
+254
+12% +$26.8K 0.09% 40
2023
Q2 		$225K Buy
2,077
+138
+7% +$14.9K 0.09% 39
2023
Q1 		$213K Buy
+1,939
New +$210K 0.09% 39
2022
Q3 		– Sell
-1,863
Closed -$205K – 40
2022
Q2 		$205K Sell
1,863
-1,880
-50% -$212K 0.09% 39
2022
Q1 		$453K Buy
3,743
+308
+9% +$38.4K 0.18% 37
2021
Q4 		$455K Buy
3,435
+158
+5% +$21K 0.17% 36
2021
Q3 		$436K Buy
3,277
+165
+5% +$22.3K 0.18% 34
2021
Q2 		$418K Buy
3,112
+323
+12% +$42.6K 0.18% 37
2021
Q1 		$363K Buy
2,789
+63
+2% +$8.38K 0.16% 35
2020
Q4 		$377K Buy
2,726
+388
+17% +$52.8K 0.19% 36
2020
Q3 		$315K Buy
2,338
+566
+32% +$77.2K 0.18% 38
2020
Q2 		$238K Buy
+1,772
New +$230K 0.16% 34

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Verde Capital Management's LQD Position: Q3 2024 in Review

Verde Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 1,942 shares — an estimated $208K sold.

Verde Capital Management first reported a position in LQD in Q2 2020 and held it in 15 quarters. The position peaked at $455K in Q4 2021. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • Verde Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Verde Capital Management sold 1,942 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $208K.
  • Verde Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 15 quarters.
  • Verde Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $455K in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Verde Capital Management's 13F filing for Q3 2024, filed 18 Oct 2024.