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Aft Forsyth & Sober’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aft Forsyth & Sober’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
2021
Q4 		– Sell
-32,850
Closed -$4.37M – 94
2021
Q3 		$4.37M Hold
32,850
– – 1.64% 12
2021
Q2 		$4.41M Hold
32,850
– – 1.66% 14
2021
Q1 		$4.27M Sell
32,850
-20,535
-38% -$2.73M 1.75% 14
2020
Q4 		$7.37M Buy
53,385
+46,885
+721% +$6.39M 5.71% 7
2020
Q3 		$876K Hold
6,500
– – 6.79% 5
2020
Q2 		$874K Buy
6,500
+1,185
+22% +$154K 6.2% 5
2020
Q1 		$656K Sell
5,315
-96,575
-95% -$12.3M 7.02% 5
2019
Q4 		$13M Buy
+101,890
New +$13M 11.96% 3
2016
Q4 		$6.47M Buy
55,250
+75
+0.1% +$8.91K 10.5% 5
2016
Q3 		$6.8M Buy
55,175
+25,525
+86% +$3.14M 10.31% 5
2016
Q2 		$3.64M Hold
29,650
– – 25.04% 1
2016
Q1 		$3.52M Sell
29,650
-38,600
-57% -$4.44M 27.41% 1
2015
Q4 		$7.78M Hold
68,250
– – 1.9% 11
2015
Q3 		$7.92M Hold
68,250
– – 1.97% 11
2015
Q2 		$7.9M Hold
68,250
– – 1.81% 11
2015
Q1 		$8.31M Hold
68,250
– – 1.89% 11
2014
Q4 		$8.15M Hold
68,250
– – 1.81% 11
2014
Q3 		$8.07M Hold
68,250
– – 1.74% 14
2014
Q2 		$8.14M Hold
68,250
– – 1.68% 14
2014
Q1 		$7.98M Sell
68,250
-675
-1% -$78.3K 3.53% 10
2013
Q4 		$7.87M Sell
68,925
-23,375
-25% -$2.67M 1.61% 14
2013
Q3 		$10.5M Sell
92,300
-10,850
-11% -$1.23M 2.32% 10
2013
Q2 		$11.7M Buy
+103,150
New +$12.3M 2.74% 9

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Aft Forsyth & Sober's LQD Position: Q4 2021 in Review

Aft Forsyth & Sober sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 32,850 shares — an estimated $4.37M sold.

Aft Forsyth & Sober first reported a position in LQD in Q2 2013 and held it in 23 quarters. The position peaked at $13M in Q4 2019. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Aft Forsyth & Sober reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Aft Forsyth & Sober sold 32,850 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $4.37M.
  • Aft Forsyth & Sober first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 23 quarters.
  • Aft Forsyth & Sober's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13M in Q4 2019.
  • 1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Aft Forsyth & Sober's 13F filing for Q4 2021, filed 11 Feb 2022.