Altman Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Altman Advisors’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	–	Sell	-3,919	Closed	-$430K	–	88
2022 Q4	$430K	Sell	3,919 -3	-0.1%	-$314	0.27%	84
2022 Q3	$402K	Buy	3,922 +290	+8%	+$32K	0.25%	87
2022 Q2	$411K	Buy	3,632 +185	+5%	+$20.9K	0.23%	82
2022 Q1	$417K	Buy	3,447 +66	+2%	+$8.23K	0.22%	77
2021 Q4	$436K	Buy	3,381 +85	+3%	+$11.3K	0.27%	68
2021 Q3	$440K	Sell	3,296 -101	-3%	-$13.7K	0.24%	70
2021 Q2	$455K	Buy	3,397 +335	+11%	+$44.2K	0.26%	71
2021 Q1	$397K	Buy	3,062 +701	+30%	+$93.3K	0.26%	75
2020 Q4	$326K	Buy	2,361 +216	+10%	+$29.4K	0.2%	76
2020 Q3	$289K	Buy	+2,145	New	+$292K	0.2%	78

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

Altman Advisors's LQD Position: Q1 2023 in Review

Altman Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 3,919 shares — an estimated $430K sold.

Altman Advisors first reported a position in LQD in Q3 2020 and held it in 10 quarters. The position peaked at $455K in Q2 2021. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Altman Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Altman Advisors sold 3,919 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $430K.
Altman Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
Altman Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $455K in Q2 2021.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.