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AGF Investments LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AGF Investments LLC’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 		$5K Buy
46
+3
+7% +$331 ﹤0.01% 272
2022
Q2 		$5K Hold
43
– – ﹤0.01% 360
2022
Q1 		$5K Buy
43
+4
+10% +$499 ﹤0.01% 408
2021
Q4 		$5K Sell
39
-80
-67% -$10.6K ﹤0.01% 409
2021
Q3 		$16K Buy
119
+4
+3% +$541 ﹤0.01% 389
2021
Q2 		$15K Hold
115
– – ﹤0.01% 393
2021
Q1 		$15K Hold
115
– – ﹤0.01% 380
2020
Q4 		$16K Sell
115
-85
-43% -$11.6K ﹤0.01% 432
2020
Q3 		$27K Hold
200
– – ﹤0.01% 389
2020
Q2 		$27K Hold
200
– – ﹤0.01% 425
2020
Q1 		$25K Buy
200
+63
+46% +$8.03K ﹤0.01% 432
2019
Q4 		$18K Sell
137
-65
-32% -$8.28K ﹤0.01% 453
2019
Q3 		$26K Sell
202
-196
-49% -$24.7K 0.01% 448
2019
Q2 		$49K Hold
398
– – 0.01% 405
2019
Q1 		$47K Buy
398
+5
+1% +$579 0.01% 363
2018
Q4 		$44K Buy
393
+3
+0.8% +$337 0.01% 445
2018
Q3 		$45K Buy
390
+1
+0.3% +$115 0.01% 430
2018
Q2 		$45 Buy
389
+316
+433% +$36.4K 0.01% 380
2018
Q1 		$9K Buy
+73
New +$8.62K ﹤0.01% 507

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 $336B AUM 34.66% 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
Financial Engines Advisors
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

AGF Investments LLC's LQD Position: Q3 2022 in Review

AGF Investments LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q3 2022, buying an estimated $331 and bringing the position to 46 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

AGF Investments LLC first reported a position in LQD in Q1 2018 and has held it in 19 quarters since. The position peaked at $49K in Q2 2019. 989 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • AGF Investments LLC held 46 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5K as of Q3 2022.
  • AGF Investments LLC bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $331.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #272 holding.
  • AGF Investments LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 19 quarters since.
  • AGF Investments LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $49K in Q2 2019.
  • 989 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.