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

Antonetti 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 Q4	–	Sell	-300	Closed	-$31K	–	352
2022 Q3	$31K	Hold	300	–	–	0.04%	125
2022 Q2	$33K	Hold	300	–	–	0.03%	127
2022 Q1	$36K	Hold	300	–	–	0.03%	146
2021 Q4	$40K	Hold	300	–	–	0.03%	181
2021 Q3	$40K	Buy	+300	New	+$40.5K	0.03%	178
2014 Q3	$92K	Buy	774 +400	+107%	+$47.6K	0.16%	36
2014 Q2	$45K	Sell	374 -90	-19%	-$10.6K	0.04%	109
2014 Q1	$54K	Buy	464 +116	+33%	+$13.5K	0.05%	109
2013 Q4	$40K	Hold	348	–	–	0.04%	132
2013 Q3	$40K	Sell	348 -32,189	-99%	-$3.64M	0.04%	166
2013 Q2	$3.7M	Buy	+32,537	New	+$3.87M	4.06%	5

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Antonetti Capital Management's LQD Position: Q4 2022 in Review

Antonetti Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 300 shares — an estimated $31K sold.

Antonetti Capital Management first reported a position in LQD in Q2 2013 and held it in 11 quarters. The position peaked at $3.7M in Q2 2013. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Antonetti Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Antonetti Capital Management sold 300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $31K.
Antonetti Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
Antonetti Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.7M in Q2 2013.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Antonetti Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.