1834 Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-1,541	Closed	-$170K	–	345
2022 Q2	$170K	Hold	1,541	–	–	0.02%	203
2022 Q1	$186K	Buy	1,541 +2	+0.1%	+$249	0.02%	197
2021 Q4	$204K	Buy	1,539 +2	+0.1%	+$266	0.02%	190
2021 Q3	$204K	Sell	1,537 -2	-0.1%	-$270	0.02%	189
2021 Q2	$207K	Sell	1,539 -3,606	-70%	-$475K	0.03%	188
2021 Q1	$669K	Buy	5,145 +6	+0.1%	+$798	0.09%	113
2020 Q4	$710K	Buy	5,139 +2	+0%	+$272	0.09%	104
2020 Q3	$692K	Buy	5,137 +2	+0%	+$273	0.1%	103
2020 Q2	$691K	Sell	5,135 -19,697	-79%	-$2.56M	0.11%	100
2020 Q1	$3.07M	Sell	24,832 -5,835	-19%	-$744K	0.58%	52
2019 Q4	$3.92M	Sell	30,667 -2,157	-7%	-$275K	0.6%	51
2019 Q3	$4.18M	Sell	32,824 -2,635	-7%	-$332K	0.61%	55
2019 Q2	$4.41M	Sell	35,459 -16,861	-32%	-$2.02M	0.66%	50
2019 Q1	$6.23M	Sell	52,320 -5,829	-10%	-$675K	0.95%	41
2018 Q4	$6.56M	Sell	58,149 -11,603	-17%	-$1.3M	1.1%	32
2018 Q3	$8.02M	Sell	69,752 -3,410	-5%	-$393K	1.17%	29
2018 Q2	$8.38M	Sell	73,162 -9,931	-12%	-$1.14M	1.31%	23
2018 Q1	$9.75M	Sell	83,093 -2,605	-3%	-$308K	1.67%	13
2017 Q4	$10.4M	Buy	85,698 +3,431	+4%	+$415K	1.64%	14
2017 Q3	$9.97M	Sell	82,267 -1,024	-1%	-$124K	1.86%	10
2017 Q2	$10M	Sell	83,291 -1,128	-1%	-$135K	1.89%	9
2017 Q1	$9.95M	Buy	84,419 +1,042	+1%	+$122K	1.91%	8
2016 Q4	$9.77M	Sell	83,377 -369	-0.4%	-$43.9K	1.97%	7
2016 Q3	$10.3M	Sell	83,746 -6	-0%	-$739	2.24%	5
2016 Q2	$10.3M	Sell	83,752 -1,047	-1%	-$126K	2.23%	5
2016 Q1	$10.1M	Buy	84,799 +9,238	+12%	+$1.06M	2.3%	5
2015 Q4	$8.62M	Buy	75,561 +5,353	+8%	+$619K	2.02%	7
2015 Q3	$8.15M	Buy	+70,208	New	+$8.12M	2.02%	6

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

1834 Investment Advisors's LQD Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 1,541 shares — an estimated $170K sold.

1834 Investment Advisors first reported a position in LQD in Q3 2015 and held it in 28 quarters. The position peaked at $10.4M in Q4 2017. 989 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

1834 Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,541 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $170K.
1834 Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and held it in 28 quarters.
1834 Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.4M in Q4 2017.
989 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.