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

Ackerman Capital 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
2023 Q1	–	Sell	-2,966	Closed	-$313K	–	115
2022 Q4	$313K	Hold	2,966	–	–	0.08%	83
2022 Q3	$304K	Hold	2,966	–	–	0.09%	80
2022 Q2	$326K	Hold	2,966	–	–	0.09%	82
2022 Q1	$359K	Buy	2,966 +456	+18%	+$56.9K	0.08%	85
2021 Q4	$333K	Buy	2,510 +780	+45%	+$104K	0.08%	87
2021 Q3	$230K	Buy	+1,730	New	+$234K	0.05%	101

Other funds holding LQD

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

AIMU

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

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

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Ackerman Capital Advisors's LQD Position: Q1 2023 in Review

Ackerman Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 2,966 shares — an estimated $313K sold.

Ackerman Capital Advisors first reported a position in LQD in Q3 2021 and held it in 6 quarters. The position peaked at $359K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Ackerman Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 2,966 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $313K.
Ackerman Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
Ackerman Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $359K in Q1 2022.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Ackerman Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.