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Bivin & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bivin & Associates’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 		$125K Buy
1,136
+12
+1% +$1.35K 0.13% 55
2022
Q1 		$136K Buy
1,124
+77
+7% +$9.61K 0.12% 55
2021
Q4 		$139K Buy
+1,047
New +$139K 0.12% 57

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bivin & Associates's LQD Position: Q2 2022 in Review

Bivin & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2022, buying an estimated $1.35K and bringing the position to 1,136 shares worth $125K. The position accounts for 0.13% of the portfolio, ranked #55.

Bivin & Associates first reported a position in LQD in Q4 2021 and has held it in 3 quarters since. The position peaked at $139K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Bivin & Associates held 1,136 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $125K as of Q2 2022.
  • Bivin & Associates bought 12 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $1.35K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Bivin & Associates's portfolio in Q2 2022, its #55 holding.
  • Bivin & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $139K in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.