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Wolverine Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wolverine Asset 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
Q4 		– Sell
-1,400
Closed -$158K – 1727
2024
Q3 		$158K Buy
+1,400
New +$155K ﹤0.01% 1050
2020
Q4 		– Sell
-100
Closed -$13K – 1775
2020
Q3 		$13K Sell
100
-400
-80% -$54.5K ﹤0.01% 1440
2020
Q2 		$67K Sell
500
-1,000
-67% -$130K ﹤0.01% 1176
2020
Q1 		$185K Buy
+1,500
New +$191K ﹤0.01% 914
2019
Q3 		– Sell
-1,800
Closed -$223K – 1522
2019
Q2 		$223K Sell
1,800
-19,400
-92% -$2.33M ﹤0.01% 1019
2019
Q1 		$2.52M Sell
21,200
-86,200
-80% -$9.99M 0.03% 362
2018
Q4 		$12.1M Sell
107,400
-1,800
-2% -$202K 0.15% 137
2018
Q3 		$12.6M Buy
109,200
+50,500
+86% +$5.82M 0.15% 144
2018
Q2 		$6.72M Buy
+58,700
New +$6.76M 0.09% 224
2016
Q1 		– Sell
-173
Closed -$19K – 1458
2015
Q4 		$19K Sell
173
-467
-73% -$54K ﹤0.01% 1329
2015
Q3 		$74K Sell
640
-574
-47% -$66.4K ﹤0.01% 1168
2015
Q2 		$140K Buy
+1,214
New +$144K ﹤0.01% 1010

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wolverine Asset Management's LQD Position: Q4 2024 in Review

Wolverine Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2024, closing a stake of 1,400 shares — an estimated $158K sold.

Wolverine Asset Management first reported a position in LQD in Q2 2015 and held it in 12 quarters. The position peaked at $12.6M in Q3 2018. 1,083 funds tracked by Wall St. Rank hold LQD as of Q4 2024.

  • Wolverine Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 1,400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $158K.
  • Wolverine Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2015 and held it in 12 quarters.
  • Wolverine Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.6M in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Wolverine Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.