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Woodmont Investment Counsel’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-35
Closed -$3.81K – 312
2024
Q1 		$3.81K Buy
+35
New +$3.8K ﹤0.01% 355
2019
Q1 		– Sell
-4,700
Closed -$530K – 186
2018
Q4 		$530K Sell
4,700
-165
-3% -$18.6K 0.15% 124
2018
Q3 		$559K Sell
4,865
-385
-7% -$44.4K 0.15% 117
2018
Q2 		$601K Buy
5,250
+50
+1% +$5.76K 0.17% 113
2018
Q1 		$610K Sell
5,200
-325
-6% -$38.4K 0.17% 112
2017
Q4 		$672K Sell
5,525
-100
-2% -$12.1K 0.17% 115
2017
Q3 		$682K Sell
5,625
-25
-0.4% -$3.02K 0.19% 114
2017
Q2 		$681K Sell
5,650
-165
-3% -$19.7K 0.19% 109
2017
Q1 		$681K Hold
5,815
– – 0.2% 114
2016
Q4 		$681K Buy
5,815
+70
+1% +$8.32K 0.2% 117
2016
Q3 		$708K Sell
5,745
-130
-2% -$16K 0.2% 117
2016
Q2 		$721K Sell
5,875
-70
-1% -$8.39K 0.22% 110
2016
Q1 		$706K Buy
5,945
+170
+3% +$19.5K 0.21% 107
2015
Q4 		$658K Buy
5,775
+125
+2% +$14.5K 0.19% 119
2015
Q3 		$656K Buy
5,650
+635
+13% +$73.4K 0.2% 117
2015
Q2 		$580K Buy
+5,015
New +$594K 0.17% 123

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 $336B AUM 34.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Woodmont Investment Counsel's LQD Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2024, closing a stake of 35 shares — an estimated $3.81K sold.

Woodmont Investment Counsel first reported a position in LQD in Q2 2015 and held it in 16 quarters. The position peaked at $721K in Q2 2016. 1,004 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 35 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $3.81K.
  • Woodmont Investment Counsel first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2015 and held it in 16 quarters.
  • Woodmont Investment Counsel's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $721K in Q2 2016.
  • 1,004 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.