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

Carmel Capital 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
2022
Q1 		– Sell
-3,000
Closed -$398K – 131
2021
Q4 		$398K Buy
+3,000
New +$399K 0.3% 69

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Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Carmel Capital Partners's LQD Position: Q1 2022 in Review

Carmel Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,000 shares — an estimated $398K sold.

Carmel Capital Partners first reported a position in LQD in Q4 2021 and held it in 1 quarter. The position peaked at $398K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Carmel Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Carmel Capital Partners sold 3,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $398K.
  • Carmel Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Carmel Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $398K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Carmel Capital Partners's 13F filing for Q1 2022, filed 18 Apr 2022.