3D/L Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

3D/L 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
2022 Q3	–	Sell	-2,046	Closed	-$225K	–	106
2022 Q2	$225K	Buy	2,046 +57	+3%	+$6.44K	0.06%	96
2022 Q1	$241K	Buy	1,989 +50	+3%	+$6.24K	0.06%	111
2021 Q4	$257K	Buy	1,939 +86	+5%	+$11.4K	0.06%	111
2021 Q3	$246K	Buy	1,853 +43	+2%	+$5.81K	0.06%	113
2021 Q2	$243K	Sell	1,810 -1,250	-41%	-$165K	0.06%	116
2021 Q1	$398K	Buy	+3,060	New	+$407K	0.1%	74

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

3D/L Capital Management's LQD Position: Q3 2022 in Review

3D/L Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,046 shares — an estimated $225K sold.

3D/L Capital Management first reported a position in LQD in Q1 2021 and held it in 6 quarters. The position peaked at $398K in Q1 2021. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

3D/L Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
3D/L Capital Management sold 2,046 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $225K.
3D/L Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
3D/L Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $398K in Q1 2021.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on 3D/L Capital Management's 13F filing for Q3 2022, filed 9 Nov 2022.