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

AUA 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
Q3 		– Sell
-1,500
Closed -$165K – 358
2022
Q2 		$165K Hold
1,500
– – 0.1% 102
2022
Q1 		$181K Buy
+1,500
New +$187K 0.1% 100

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

AUA Capital Management's LQD Position: Q3 2022 in Review

AUA Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 1,500 shares — an estimated $165K sold.

AUA Capital Management first reported a position in LQD in Q1 2022 and held it in 2 quarters. The position peaked at $181K in Q1 2022. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • AUA Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • AUA Capital Management sold 1,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $165K.
  • AUA Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • AUA Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $181K in Q1 2022.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on AUA Capital Management's 13F filing for Q3 2022, filed 9 Nov 2022.