Cadence Bank NA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cadence Bank NA’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	-2,550	Closed	-$281K	–	132
2022 Q2	$281K	Hold	2,550	–	–	0.09%	165
2022 Q1	$308K	Hold	2,550	–	–	0.09%	166
2021 Q4	$338K	Hold	2,550	–	–	0.09%	159
2021 Q3	$339K	Hold	2,550	–	–	0.1%	156
2021 Q2	$343K	Hold	2,550	–	–	0.1%	159
2021 Q1	$332K	Hold	2,550	–	–	0.1%	162
2020 Q4	$352K	Hold	2,550	–	–	0.12%	144
2020 Q3	$344K	Buy	+2,550	New	+$348K	0.13%	135
2015 Q2	–	Sell	-2,346	Closed	-$286K	–	152
2015 Q1	$286K	Buy	2,346 +350	+18%	+$42.4K	0.16%	126
2014 Q4	$238K	Buy	+1,996	New	+$238K	0.13%	138
2014 Q1	–	Sell	-2,509	Closed	-$286K	–	146
2013 Q4	$286K	Buy	2,509 +24	+1%	+$2.74K	0.16%	113
2013 Q3	$282K	Sell	2,485 -45	-2%	-$5.09K	0.17%	102
2013 Q2	$288K	Buy	+2,530	New	+$301K	0.16%	112

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

Cadence Bank NA's LQD Position: Q3 2022 in Review

Cadence Bank NA sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,550 shares — an estimated $281K sold.

Cadence Bank NA first reported a position in LQD in Q2 2013 and held it in 13 quarters. The position peaked at $352K in Q4 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Cadence Bank NA reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 2,550 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $281K.
Cadence Bank NA first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 13 quarters.
Cadence Bank NA's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $352K in Q4 2020.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.