Ahrens Investment Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ahrens Investment Partners’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	$979K	Sell	8,934 -3,845	-30%	-$416K	0.49%	42
2022 Q4	$1.35M	Buy	+12,779	New	+$1.34M	0.61%	47
2022 Q3	–	Sell	-448	Closed	-$49K	–	588
2022 Q2	$49K	Sell	448 -75	-14%	-$8.47K	0.02%	326
2022 Q1	$63K	Hold	523	–	–	0.02%	348
2021 Q4	$69K	Buy	+523	New	+$69.5K	0.03%	353
2018 Q3	–	Sell	-2,101	Closed	-$241K	–	181
2018 Q2	$241K	Sell	2,101 -2,169	-51%	-$250K	0.1%	127
2018 Q1	$501K	Sell	4,270 -6,810	-61%	-$804K	0.22%	77
2017 Q4	$1.35M	Sell	11,080 -450	-4%	-$54.4K	0.55%	45
2017 Q3	$1.4M	Sell	11,530 -2,920	-20%	-$353K	0.6%	42
2017 Q2	$1.74M	Sell	14,450 -1,665	-10%	-$199K	0.75%	36
2017 Q1	$1.9M	Sell	16,115 -280	-2%	-$32.9K	0.91%	31
2016 Q4	$1.92M	Buy	+16,395	New	+$1.95M	1.01%	26

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

Ahrens Investment Partners's LQD Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 30% in Q1 2023, selling an estimated $416K and leaving 8,934 shares worth $979K. The position accounts for 0.49% of the portfolio, ranked #42.

Ahrens Investment Partners first reported a position in LQD in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.92M in Q4 2016. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Ahrens Investment Partners held 8,934 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $979K as of Q1 2023.
Ahrens Investment Partners sold 3,845 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $416K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.49% of Ahrens Investment Partners's portfolio in Q1 2023, its #42 holding.
Ahrens Investment Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 12 quarters since.
Ahrens Investment Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.92M in Q4 2016.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.