APA
LQD icon

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

American Portfolios 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
2022
Q3 		$4.18M Sell
40,812
-3,822
-9% -$421K 0.18% 117
2022
Q2 		$4.91M Sell
44,634
-6,523
-13% -$737K 0.2% 105
2022
Q1 		$6.19M Sell
51,157
-29,171
-36% -$3.64M 0.21% 87
2021
Q4 		$10.6M Buy
80,328
+11,139
+16% +$1.48M 0.36% 42
2021
Q3 		$9.2M Sell
69,189
-2,492
-3% -$337K 0.35% 48
2021
Q2 		$9.63M Buy
71,681
+10,399
+17% +$1.37M 0.37% 46
2021
Q1 		$7.97M Sell
61,282
-20,152
-25% -$2.68M 0.35% 51
2020
Q4 		$11.2M Sell
81,434
-12,179
-13% -$1.66M 0.58% 25
2020
Q3 		$12.6M Buy
93,613
+4,263
+5% +$581K 0.73% 20
2020
Q2 		$12M Buy
89,350
+5,251
+6% +$683K 0.78% 15
2020
Q1 		$10.4M Buy
84,099
+23,287
+38% +$2.97M 0.86% 14
2019
Q4 		$7.78M Buy
60,812
+8,394
+16% +$1.07M 0.55% 28
2019
Q3 		$6.68M Sell
52,418
-2,225
-4% -$280K 0.55% 33
2019
Q2 		$6.8M Buy
54,643
+24,063
+79% +$2.89M 0.57% 28
2019
Q1 		$3.64M Buy
30,580
+2,271
+8% +$263K 0.34% 63
2018
Q4 		$3.19M Buy
28,309
+2,235
+9% +$251K 0.39% 58
2018
Q3 		$3M Buy
26,074
+5,558
+27% +$641K 0.34% 63
2018
Q2 		$2.35M Sell
20,516
-1,239
-6% -$143K 0.32% 63
2018
Q1 		$2.55M Buy
21,755
+932
+4% +$110K 0.38% 56
2017
Q4 		$2.53M Buy
+20,823
New +$2.52M 0.4% 50

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
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

American Portfolios Advisors's LQD Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.6% in Q3 2022, selling an estimated $421K and leaving 40,812 shares worth $4.18M. The position accounts for 0.18% of the portfolio, ranked #117.

American Portfolios Advisors first reported a position in LQD in Q4 2017 and has held it in 20 quarters since. The position peaked at $12.6M in Q3 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • American Portfolios Advisors held 40,812 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.18M as of Q3 2022.
  • American Portfolios Advisors sold 3,822 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $421K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of American Portfolios Advisors's portfolio in Q3 2022, its #117 holding.
  • American Portfolios Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.6M in Q3 2020.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.