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

Atlas Capital 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	–	Hold	0	–	–	–	898
2022 Q2	–	Sell	-1,428	Closed	-$173K	–	1004
2022 Q1	$173K	Sell	1,428 -1,957	-58%	-$244K	0.03%	381
2021 Q4	$449K	Hold	3,385	–	–	0.07%	231
2021 Q3	$450K	Sell	3,385 -204	-6%	-$27.6K	0.07%	216
2021 Q2	$482K	Sell	3,589 -319	-8%	-$42K	0.08%	213
2021 Q1	$508K	Buy	+3,908	New	+$520K	0.1%	186
2020 Q3	–	Sell	-4,726	Closed	-$636K	–	468
2020 Q2	$636K	Buy	+4,726	New	+$615K	0.15%	144
2019 Q4	–	Sell	-4,823	Closed	-$615K	–	654
2019 Q3	$615K	Buy	+4,823	New	+$608K	0.18%	157
2019 Q2	–	Sell	-1,290	Closed	-$154K	–	672
2019 Q1	$154K	Buy	+1,290	New	+$149K	0.06%	301
2018 Q2	–	Sell	-2,019	Closed	-$237K	–	540
2018 Q1	$237K	Buy	+2,019	New	+$239K	0.07%	268

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

Atlas Capital Advisors's LQD Position: Q1 2023 in Review

Atlas Capital Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2023 at 0 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Atlas Capital Advisors first reported a position in LQD in Q1 2018 and has held it in 9 quarters since. The position peaked at $636K in Q2 2020. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Atlas Capital Advisors held 0 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $65 as of Q1 2023.
Atlas Capital Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2023.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2023, its #898 holding.
Atlas Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 9 quarters since.
Atlas Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $636K in Q2 2020.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.