Bell Rock Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bell Rock Capital’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	-2,500	Closed	-$275K	–	104
2022 Q2	$275K	Buy	+2,500	New	+$282K	0.21%	29
2018 Q3	–	Sell	-31	Closed	-$4K	–	435
2018 Q2	$4K	Sell	31 -78	-72%	-$8.98K	﹤0.01%	406
2018 Q1	$13K	Buy	109 +34	+45%	+$4.02K	0.01%	358
2017 Q4	$9K	Buy	75 +1	+1%	+$121	﹤0.01%	364
2017 Q3	$9K	Buy	74 +1	+1%	+$121	0.01%	346
2017 Q2	$9K	Sell	73 -59	-45%	-$7.05K	0.01%	345
2017 Q1	$16K	Hold	132	–	–	0.01%	269
2016 Q4	$15K	Buy	+132	New	+$15.7K	0.02%	268

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Bell Rock Capital's LQD Position: Q3 2022 in Review

Bell Rock Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,500 shares — an estimated $275K sold.

Bell Rock Capital first reported a position in LQD in Q4 2016 and held it in 8 quarters. The position peaked at $275K in Q2 2022. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Bell Rock Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bell Rock Capital sold 2,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $275K.
Bell Rock Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
Bell Rock Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $275K in Q2 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.