Allred Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Allred 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	-3,966	Closed	-$436K	–	156
2022 Q2	$436K	Sell	3,966 -169	-4%	-$19.1K	0.27%	84
2022 Q1	$500K	Buy	+4,135	New	+$516K	0.26%	93
2021 Q2	–	Sell	-512	Closed	-$66.6K	–	510
2021 Q1	$66.6K	Buy	+512	New	+$68.1K	0.03%	325
2020 Q1	–	Sell	-713	Closed	-$91.2K	–	451
2019 Q4	$91.2K	Buy	+713	New	+$90.8K	0.05%	226
2019 Q1	–	Sell	-2,214	Closed	-$249K	–	192
2018 Q4	$249K	Buy	+2,214	New	+$249K	0.17%	138

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

Allred Capital Management's LQD Position: Q3 2022 in Review

Allred Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 3,966 shares — an estimated $436K sold.

Allred Capital Management first reported a position in LQD in Q4 2018 and held it in 5 quarters. The position peaked at $500K in Q1 2022. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Allred Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Allred Capital Management sold 3,966 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $436K.
Allred Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Allred Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $500K in Q1 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Allred Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.