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Capital Directions Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capital Directions Investment 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
2021
Q3 		– Sell
-100
Closed -$13K – 265
2021
Q2 		$13K Buy
+100
New +$13.2K ﹤0.01% 198
2020
Q1 		– Sell
-216
Closed -$28K – 235
2019
Q4 		$28K Buy
+216
New +$27.5K 0.01% 170
2018
Q3 		– Sell
-251
Closed -$29K – 195
2018
Q2 		$29K Buy
+251
New +$28.9K 0.01% 98
2018
Q1 		– Sell
-150
Closed -$18K – 99
2017
Q4 		$18K Hold
150
– – 0.01% 82
2017
Q3 		$18K Sell
150
-99
-40% -$12K 0.01% 87
2017
Q2 		$30K Buy
249
+99
+66% +$11.8K 0.01% 71
2017
Q1 		$18K Sell
150
-1,219
-89% -$143K 0.01% 72
2016
Q4 		$160K Buy
1,369
+150
+12% +$17.8K 0.06% 39
2016
Q3 		$150K Hold
1,219
– – 0.05% 39
2016
Q2 		$150K Sell
1,219
-115
-9% -$13.8K 0.05% 36
2016
Q1 		$159K Sell
1,334
-90
-6% -$10.3K 0.06% 29
2015
Q4 		$162K Hold
1,424
– – 0.06% 36
2015
Q3 		$165K Hold
1,424
– – 0.06% 35
2015
Q2 		$165K Hold
1,424
– – 0.06% 36
2015
Q1 		$168K Sell
1,424
-1,186
-45% -$144K 0.06% 36
2014
Q4 		$320K Sell
2,610
-395
-13% -$47.1K 0.11% 31
2014
Q3 		$356K Hold
3,005
– – 0.13% 28
2014
Q2 		$358K Hold
3,005
– – 0.13% 29
2014
Q1 		$351K Sell
3,005
-475
-14% -$55.1K 0.14% 29
2013
Q4 		$397K Sell
3,480
-145
-4% -$16.6K 0.16% 31
2013
Q3 		$412K Hold
3,625
– – 0.18% 29
2013
Q2 		$412K Buy
+3,625
New +$431K 0.19% 28

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
PGEBT
Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Directions Investment Advisors's LQD Position: Q3 2021 in Review

Capital Directions Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2021, closing a stake of 100 shares — an estimated $13K sold.

Capital Directions Investment Advisors first reported a position in LQD in Q2 2013 and held it in 22 quarters. The position peaked at $412K in Q3 2013. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

  • Capital Directions Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 100 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $13K.
  • Capital Directions Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 22 quarters.
  • Capital Directions Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $412K in Q3 2013.
  • 1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.