Bay Colony Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bay Colony 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
2022 Q2	–	Sell	-1,780	Closed	-$215K	–	370
2022 Q1	$215K	Sell	1,780 -288	-14%	-$35.9K	0.05%	328
2021 Q4	$274K	Buy	2,068 +5	+0.2%	+$665	0.08%	282
2021 Q3	$274K	Buy	+2,063	New	+$279K	0.09%	275
2021 Q1	–	Sell	-1,625	Closed	-$225K	–	338
2020 Q4	$225K	Buy	+1,625	New	+$221K	0.12%	252
2018 Q3	–	Sell	-1,501	Closed	-$172K	–	606
2018 Q2	$172K	Buy	+1,501	New	+$173K	0.12%	176

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bay Colony Advisors's LQD Position: Q2 2022 in Review

Bay Colony Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,780 shares — an estimated $215K sold.

Bay Colony Advisors first reported a position in LQD in Q2 2018 and held it in 5 quarters. The position peaked at $274K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Bay Colony Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bay Colony Advisors sold 1,780 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $215K.
Bay Colony Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Bay Colony Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $274K in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Bay Colony Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.