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American Research & Management Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

American Research & Management Company’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 		$39K Buy
+380
New +$41.9K 0.01% 209
2021
Q1 		– Sell
-11,270
Closed -$1.56M – 374
2020
Q4 		$1.56M Buy
+11,270
New +$1.53M 0.41% 57
2020
Q3 		– Sell
-12,160
Closed -$1.64M – 366
2020
Q2 		$1.64M Sell
12,160
-150
-1% -$19.5K 0.5% 52
2020
Q1 		$1.52M Sell
12,310
-100
-0.8% -$12.7K 0.58% 50
2019
Q4 		$1.59M Hold
12,410
– – 0.47% 54
2019
Q3 		$1.58M Sell
12,410
-350
-3% -$44.1K 0.48% 54
2019
Q2 		$1.59M Hold
12,760
– – 0.47% 54
2019
Q1 		$1.52M Hold
12,760
– – 0.43% 56
2018
Q4 		$1.44M Sell
12,760
-800
-6% -$89.9K 0.49% 51
2018
Q3 		$1.56M Sell
13,560
-50
-0.4% -$5.76K 0.46% 55
2018
Q2 		$1.56M Sell
13,610
-50
-0.4% -$5.76K 0.54% 47
2018
Q1 		$1.6M Hold
13,660
– – 0.53% 48
2017
Q4 		$1.66M Buy
13,660
+400
+3% +$48.4K 0.51% 49
2017
Q3 		$1.61M Sell
13,260
-150
-1% -$18.1K 0.52% 49
2017
Q2 		$1.62M Hold
13,410
– – 0.53% 49
2017
Q1 		$1.58M Sell
13,410
-450
-3% -$52.8K 0.56% 45
2016
Q4 		$1.62M Hold
13,860
– – 0.56% 48
2016
Q3 		$1.71M Sell
13,860
-500
-3% -$61.6K 0.62% 48
2016
Q2 		$1.76M Sell
14,360
-710
-5% -$85.2K 0.68% 45
2016
Q1 		$1.79M Sell
15,070
-50
-0.3% -$5.75K 0.75% 42
2015
Q4 		$1.72M Sell
15,120
-1,210
-7% -$140K 0.74% 44
2015
Q3 		$1.9M Sell
16,330
-550
-3% -$63.6K 0.83% 40
2015
Q2 		$1.95M Sell
16,880
-200
-1% -$23.7K 0.79% 44
2015
Q1 		$2.08M Sell
17,080
-975
-5% -$118K 0.85% 39
2014
Q4 		$2.16M Sell
18,055
-200
-1% -$23.8K 0.8% 46
2014
Q3 		$2.16M Sell
18,255
-1,810
-9% -$215K 0.78% 43
2014
Q2 		$2.39M Sell
20,065
-1,310
-6% -$155K 0.83% 41
2014
Q1 		$2.5M Sell
21,375
-895
-4% -$104K 0.89% 36
2013
Q4 		$2.54M Sell
22,270
-950
-4% -$108K 0.91% 36
2013
Q3 		$2.64M Sell
23,220
-1,375
-6% -$156K 1.04% 33
2013
Q2 		$2.79M Buy
+24,595
New +$2.92M 1.12% 31

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

American Research & Management Company's LQD Position: Q3 2022 in Review

American Research & Management Company opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022: 380 shares worth $39K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: American Research & Management Company previously reported a position in LQD as recently as Q4 2020.

American Research & Management Company first reported a position in LQD in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.79M in Q2 2013. 987 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • American Research & Management Company held 380 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $39K as of Q3 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new American Research & Management Company position in Q3 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #209 holding.
  • American Research & Management Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 31 quarters since.
  • American Research & Management Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.79M in Q2 2013.
  • 987 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.