Axa
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Axa’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Axa’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
-91,146
Closed -$9.34M – 1185
2022
Q3 		$9.34M Buy
91,146
+4,510
+5% +$497K 0.04% 448
2022
Q2 		$9.53M Buy
86,636
+642
+0.7% +$72.5K 0.04% 454
2022
Q1 		$10.4M Buy
85,994
+7,693
+10% +$960K 0.03% 470
2021
Q4 		$10.4M Buy
78,301
+7,310
+10% +$972K 0.03% 482
2021
Q3 		$9.44M Buy
70,991
+6,300
+10% +$851K 0.03% 513
2021
Q2 		$8.69M Buy
64,691
+4,648
+8% +$613K 0.02% 552
2021
Q1 		$7.77M Buy
60,043
+6,679
+13% +$889K 0.02% 573
2020
Q4 		$7.37M Buy
53,364
+4,645
+10% +$633K 0.02% 599
2020
Q3 		$6.56M Buy
48,719
+5,228
+12% +$713K 0.02% 557
2020
Q2 		$5.85M Buy
43,491
+6,222
+17% +$809K 0.02% 566
2020
Q1 		$4.6M Buy
37,269
+2,819
+8% +$359K 0.02% 542
2019
Q4 		$4.41M Buy
34,450
+5,222
+18% +$665K 0.02% 660
2019
Q3 		$3.73M Sell
29,228
-13,094
-31% -$1.65M 0.01% 740
2019
Q2 		$5.26M Sell
42,322
-1,208
-3% -$145K 0.02% 640
2019
Q1 		$5.18M Buy
+43,530
New +$5.04M 0.02% 637
2016
Q3 		– Sell
-62,750
Closed -$7.7M – 1287
2016
Q2 		$7.7M Sell
62,750
-310
-0.5% -$37.2K 0.03% 454
2016
Q1 		$7.49M Sell
63,060
-100
-0.2% -$11.5K 0.03% 457
2015
Q4 		$7.2M Buy
63,160
+61,450
+3,594% +$7.1M 0.03% 464
2015
Q3 		$199K Sell
1,710
-40
-2% -$4.63K ﹤0.01% 1214
2015
Q2 		$203K Sell
1,750
-360
-17% -$42.7K ﹤0.01% 1221
2015
Q1 		$257K Sell
2,110
-110
-5% -$13.3K ﹤0.01% 1215
2014
Q4 		$265K Buy
2,220
+140
+7% +$16.7K ﹤0.01% 1231
2014
Q3 		$246K Buy
2,080
+360
+21% +$42.8K ﹤0.01% 1213
2014
Q2 		$205K Buy
1,720
+130
+8% +$15.4K ﹤0.01% 1233
2014
Q1 		$186K Buy
1,590
+210
+15% +$24.4K ﹤0.01% 1232
2013
Q4 		$158K Buy
+1,380
New +$158K ﹤0.01% 1237

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axa's LQD Position: Q4 2022 in Review

Axa sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 91,146 shares — an estimated $9.34M sold.

Axa first reported a position in LQD in Q4 2013 and held it in 26 quarters. The position peaked at $10.4M in Q1 2022. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Axa reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axa sold 91,146 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $9.34M.
  • Axa first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 26 quarters.
  • Axa's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.4M in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Axa's 13F filing for Q4 2022, filed 14 Feb 2023.