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Altavista Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Altavista Wealth 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
2021
Q4 		$204K Sell
1,540
-120
-7% -$15.9K 0.04% 187
2021
Q3 		$221K Hold
1,660
– – 0.05% 176
2021
Q2 		$223K Buy
+1,660
New +$219K 0.05% 175
2020
Q3 		– Sell
-1,810
Closed -$243K – 166
2020
Q2 		$243K Buy
+1,810
New +$235K 0.07% 149
2018
Q4 		– Sell
-1,946
Closed -$224K – 151
2018
Q3 		$224K Sell
1,946
-574
-23% -$66.2K 0.08% 141
2018
Q2 		$289K Buy
2,520
+508
+25% +$58.5K 0.12% 123
2018
Q1 		$236K Hold
2,012
– – 0.1% 134
2017
Q4 		$245K Sell
2,012
-118
-6% -$14.3K 0.1% 134
2017
Q3 		$258K Sell
2,130
-25
-1% -$3.02K 0.12% 123
2017
Q2 		$260K Sell
2,155
-450
-17% -$53.8K 0.13% 118
2017
Q1 		$307K Hold
2,605
– – 0.15% 102
2016
Q4 		$305K Sell
2,605
-200
-7% -$23.8K 0.17% 101
2016
Q3 		$346K Sell
2,805
-250
-8% -$30.8K 0.19% 94
2016
Q2 		$375K Sell
3,055
-70
-2% -$8.39K 0.21% 92
2016
Q1 		$371K Sell
3,125
-400
-11% -$46K 0.21% 92
2015
Q4 		$402K Sell
3,525
-50
-1% -$5.78K 0.24% 87
2015
Q3 		$415K Hold
3,575
– – 0.27% 86
2015
Q2 		$414K Sell
3,575
-550
-13% -$65.2K 0.25% 86
2015
Q1 		$502K Sell
4,125
-30
-0.7% -$3.64K 0.31% 71
2014
Q4 		$498K Sell
4,155
-845
-17% -$101K 0.31% 72
2014
Q3 		$591K Sell
5,000
-400
-7% -$47.6K 0.38% 63
2014
Q2 		$644K Sell
5,400
-1,700
-24% -$201K 0.4% 59
2014
Q1 		$830K Sell
7,100
-600
-8% -$69.6K 0.51% 56
2013
Q4 		$879K Sell
7,700
-1,900
-20% -$217K 0.54% 58
2013
Q3 		$1.09M Sell
9,600
-500
-5% -$56.6K 0.71% 44
2013
Q2 		$1.15M Buy
+10,100
New +$1.2M 0.77% 41

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

Altavista Wealth Management's LQD Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.2% in Q4 2021, selling an estimated $15.9K and leaving 1,540 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #187.

Altavista Wealth Management first reported a position in LQD in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.15M in Q2 2013. 1,132 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Altavista Wealth Management held 1,540 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $204K as of Q4 2021.
  • Altavista Wealth Management sold 120 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $15.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Altavista Wealth Management's portfolio in Q4 2021, its #187 holding.
  • Altavista Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Altavista Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.15M in Q2 2013.
  • 1,132 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.