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Archford Capital Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-1,954
Closed -$258K – 307
2021
Q1 		$258K Buy
+1,954
New +$260K 0.07% 240
2019
Q3 		– Sell
-188
Closed -$23K – 390
2019
Q2 		$23K Hold
188
– – 0.01% 337
2019
Q1 		$22K Sell
188
-8
-4% -$927 0.01% 329
2018
Q4 		$22K Hold
196
– – 0.01% 310
2018
Q3 		$23K Hold
196
– – 0.01% 342
2018
Q2 		$22K Buy
196
+17
+9% +$1.96K 0.01% 358
2018
Q1 		$22K Buy
+179
New +$21.1K 0.01% 269
2017
Q2 		– Sell
-179
Closed -$21K – 435
2017
Q1 		$21K Sell
179
-454
-72% -$53.3K 0.01% 365
2016
Q4 		$74K Hold
633
– – 0.03% 227
2016
Q3 		$77K Hold
633
– – 0.03% 231
2016
Q2 		$78K Buy
+633
New +$75.9K 0.04% 216
2016
Q1 		– Sell
-612
Closed -$70K – 415
2015
Q4 		$70K Hold
612
– – 0.03% 232
2015
Q3 		$71K Sell
612
-5
-0.8% -$578 0.05% 167
2015
Q2 		$71K Buy
617
+7
+1% +$829 0.05% 173
2015
Q1 		$74.2K Buy
610
+10
+2% +$1.21K 0.05% 176
2014
Q4 		$72K Hold
600
– – 0.05% 177
2014
Q3 		$71K Sell
600
-192
-24% -$22.8K 0.06% 175
2014
Q2 		$94.5K Sell
792
-85
-10% -$10.1K 0.07% 159
2014
Q1 		$103K Buy
+877
New +$102K 0.09% 157

Other funds holding LQD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
FRBONY
Federal Reserve Bank of New York New York $5.06B AUM
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Archford Capital Strategies's LQD Position: Q2 2021 in Review

Archford Capital Strategies sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 1,954 shares — an estimated $258K sold.

Archford Capital Strategies first reported a position in LQD in Q1 2014 and held it in 19 quarters. The position peaked at $258K in Q1 2021. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Archford Capital Strategies reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Archford Capital Strategies sold 1,954 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $258K.
  • Archford Capital Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 19 quarters.
  • Archford Capital Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $258K in Q1 2021.
  • 1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Archford Capital Strategies's 13F filing for Q2 2021, filed 23 Jul 2021.