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

Wunderlich Capital Managemnt’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 		$1.07M Hold
9,952
– – 0.48% 59
2024
Q1 		$1.08M Hold
9,952
– – 0.49% 62
2023
Q4 		$1.1M Sell
9,952
-649
-6% -$67.6K 0.5% 61
2023
Q3 		$1.08M Sell
10,601
-999
-9% -$105K 0.53% 57
2023
Q2 		$1.25M Sell
11,600
-700
-6% -$75.7K 0.62% 56
2023
Q1 		$1.35M Sell
12,300
-175
-1% -$18.9K 0.7% 57
2022
Q4 		$1.31M Sell
12,475
-33,371
-73% -$3.49M 0.73% 58
2022
Q3 		$4.7M Buy
45,846
+1,871
+4% +$206K 3.01% 4
2022
Q2 		$4.84M Sell
43,975
-428
-1% -$48.3K 2.82% 4
2022
Q1 		$5.37M Sell
44,403
-922
-2% -$115K 2.53% 4
2021
Q4 		$6.01M Buy
45,325
+61
+0.1% +$8.11K 2.68% 3
2021
Q3 		$6.02M Sell
45,264
-7,208
-14% -$974K 2.9% 1
2021
Q2 		$6.05M Buy
52,472
+6,635
+14% +$875K 3.07% 2
2021
Q1 		$5.96M Buy
45,837
+484
+1% +$64.4K 3.26% 2
2020
Q4 		$6.26M Buy
45,353
+427
+1% +$58.2K 3.47% 2
2020
Q3 		$6.05M Buy
44,926
+2,047
+5% +$279K 3.74% 2
2020
Q2 		$5.77M Sell
42,879
-1,060
-2% -$138K 4.05% 3
2020
Q1 		$5.43M Sell
43,939
-1,500
-3% -$191K 4.47% 3
2019
Q4 		$5.81M Sell
45,439
-1
-0% -$127 3.66% 2
2019
Q3 		$5.79M Sell
45,440
-227
-0.5% -$28.6K 3.98% 2
2019
Q2 		$5.68M Buy
45,667
+1,240
+3% +$149K 3.77% 2
2019
Q1 		$5.29M Buy
44,427
+227
+0.5% +$26.3K 3.69% 2
2018
Q4 		$4.99M Sell
44,200
-128
-0.3% -$14.4K 3.83% 2
2018
Q3 		$5.09M Buy
44,328
+686
+2% +$79.1K 3.61% 2
2018
Q2 		$5.1M Buy
43,642
+230
+0.5% +$26.5K 3.54% 2
2018
Q1 		$5.1M Buy
43,412
+2,200
+5% +$260K 3.5% 2
2017
Q4 		$5.01M Buy
41,212
+864
+2% +$105K 3.47% 2
2017
Q3 		$4.89M Buy
40,348
+239
+0.6% +$28.9K 3.65% 2
2017
Q2 		$4.83M Sell
40,109
-1,560
-4% -$186K 3.61% 2
2017
Q1 		$4.91M Buy
41,669
+2,164
+5% +$254K 3.83% 2
2016
Q4 		$4.63M Sell
39,505
-516
-1% -$61.3K 3.77% 2
2016
Q3 		$4.93M Buy
40,021
+2
+0% +$246 3.93% 2
2016
Q2 		$4.91M Buy
40,019
+1,709
+4% +$205K 4.15% 2
2016
Q1 		$4.55M Buy
38,310
+582
+2% +$66.9K 3.91% 2
2015
Q4 		$4.3M Buy
37,728
+1,514
+4% +$175K 3.69% 2
2015
Q3 		$4.2M Buy
36,214
+1,012
+3% +$117K 3.88% 2
2015
Q2 		$4.07M Buy
35,202
+703
+2% +$83.3K 3.94% 3
2015
Q1 		$4.19M Buy
34,499
+234
+0.7% +$28.4K 3.78% 3
2014
Q4 		$4.09M Buy
34,265
+1,182
+4% +$141K 3.46% 1
2014
Q3 		$3.91M Buy
33,083
+454
+1% +$54K 3.51% 1
2014
Q2 		$3.89M Buy
32,629
+570
+2% +$67.4K 3.56% 1
2014
Q1 		$3.75M Sell
32,059
-107
-0.3% -$12.4K 3.54% 1
2013
Q4 		$3.67M Buy
+32,166
New +$3.67M 3.52% 3

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 $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $45.6B AUM 18.83% 1-Year Est. Return

Wunderlich Capital Managemnt's LQD Position: Q2 2024 in Review

Wunderlich Capital Managemnt held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2024 at 9,952 shares worth $1.07M. The position accounts for 0.48% of the portfolio, ranked #59.

Wunderlich Capital Managemnt first reported a position in LQD in Q4 2013 and has held it in 43 quarters since. The position peaked at $6.26M in Q4 2020. 1,004 funds tracked by Wall St. Rank hold LQD as of Q2 2024.

  • Wunderlich Capital Managemnt held 9,952 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.07M as of Q2 2024.
  • Wunderlich Capital Managemnt left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2024.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.48% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #59 holding.
  • Wunderlich Capital Managemnt first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 43 quarters since.
  • Wunderlich Capital Managemnt's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.26M in Q4 2020.
  • 1,004 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.