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Aviance Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aviance Capital Partners’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
-1,645
Closed -$214K – 260
2021
Q1 		$214K Sell
1,645
-1,160
-41% -$154K 0.04% 253
2020
Q4 		$387K Sell
2,805
-198
-7% -$27K 0.08% 206
2020
Q3 		$405K Sell
3,003
-2,484
-45% -$339K 0.09% 181
2020
Q2 		$738K Buy
5,487
+229
+4% +$29.8K 0.18% 131
2020
Q1 		$649K Sell
5,258
-704
-12% -$89.7K 0.2% 123
2019
Q4 		$763K Sell
5,962
-7,269
-55% -$926K 0.2% 129
2019
Q3 		$1.69M Sell
13,231
-4
-0% -$504 0.5% 53
2019
Q2 		$1.65M Buy
13,235
+4,763
+56% +$572K 0.45% 52
2019
Q1 		$1.01M Buy
+8,472
New +$981K 0.29% 98
2016
Q4 		– Sell
-12,582
Closed -$1.55M – 214
2016
Q3 		$1.55M Buy
12,582
+5,809
+86% +$716K 0.55% 54
2016
Q2 		$831K Buy
6,773
+1,885
+39% +$226K 0.31% 93
2016
Q1 		$581K Buy
4,888
+3,313
+210% +$381K 0.2% 119
2015
Q4 		$180K Sell
1,575
-1,041
-40% -$120K 0.06% 184
2015
Q3 		$336K Buy
2,616
+718
+38% +$83K 0.14% 149
2015
Q2 		$220K Buy
1,898
+326
+21% +$38.6K 0.08% 186
2015
Q1 		$191K Buy
+1,572
New +$191K 0.07% 206
2014
Q1 		– Sell
-2,315
Closed -$264K – 226
2013
Q4 		$264K Sell
2,315
-897
-28% -$102K 0.11% 180
2013
Q3 		$365K Buy
3,212
+299
+10% +$33.8K 0.17% 151
2013
Q2 		$332K Buy
+2,913
New +$346K 0.18% 139

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Aviance Capital Partners's LQD Position: Q2 2021 in Review

Aviance Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 1,645 shares — an estimated $214K sold.

Aviance Capital Partners first reported a position in LQD in Q2 2013 and held it in 19 quarters. The position peaked at $1.69M in Q3 2019. 1,056 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

  • Aviance Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Aviance Capital Partners sold 1,645 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $214K.
  • Aviance Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 19 quarters.
  • Aviance Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.69M in Q3 2019.
  • 1,056 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Aviance Capital Partners's 13F filing for Q2 2021, filed 6 Aug 2021.