Capital Insight Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capital Insight Partners’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 Q4	–	Sell	-4,929	Closed	-$656K	–	155
2021 Q3	$656K	Sell	4,929 -3,320	-40%	-$449K	0.14%	123
2021 Q2	$1.11M	Sell	8,249 -8,351	-50%	-$1.1M	0.25%	109
2021 Q1	$2.16M	Sell	16,600 -70,414	-81%	-$9.37M	0.52%	78
2020 Q4	$12M	Buy	87,014 +5,620	+7%	+$765K	3.02%	3
2020 Q3	$11M	Buy	81,394 +332	+0.4%	+$45.3K	3.08%	3
2020 Q2	$10.9M	Sell	81,062 -1,086	-1%	-$141K	3.44%	3
2020 Q1	$10.1M	Buy	82,148 +8,647	+12%	+$1.1M	5.36%	3
2019 Q4	$9.4M	Buy	+73,501	New	+$9.36M	4.32%	4

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Capital Insight Partners's LQD Position: Q4 2021 in Review

Capital Insight Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 4,929 shares — an estimated $656K sold.

Capital Insight Partners first reported a position in LQD in Q4 2019 and held it in 8 quarters. The position peaked at $12M in Q4 2020. 1,132 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

Capital Insight Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Insight Partners sold 4,929 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $656K.
Capital Insight Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Capital Insight Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12M in Q4 2020.
1,132 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Capital Insight Partners's 13F filing for Q4 2021, filed 20 Jan 2022.