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

Catalyst Capital 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
2022 Q2	–	Sell	-5,900	Closed	-$714K	–	376
2022 Q1	$714K	Hold	5,900	–	–	0.03%	173
2021 Q4	$782K	Hold	5,900	–	–	0.04%	175
2021 Q3	$785K	Hold	5,900	–	–	0.04%	175
2021 Q2	$793K	Hold	5,900	–	–	0.04%	175
2021 Q1	$767K	Hold	5,900	–	–	0.04%	166
2020 Q4	$815K	Hold	5,900	–	–	0.05%	157
2020 Q3	$795K	Hold	5,900	–	–	0.04%	150
2020 Q2	$794K	Buy	+5,900	New	+$767K	0.04%	156
2014 Q3	–	Sell	-8,500	Closed	-$1.01M	–	458
2014 Q2	$1.01M	Sell	8,500 -15,500	-65%	-$1.83M	0.17%	153
2014 Q1	$2.81M	Buy	+24,000	New	+$2.78M	0.64%	61

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Catalyst Capital Advisors's LQD Position: Q2 2022 in Review

Catalyst Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 5,900 shares — an estimated $714K sold.

Catalyst Capital Advisors first reported a position in LQD in Q1 2014 and held it in 10 quarters. The position peaked at $2.81M in Q1 2014. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Catalyst Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Catalyst Capital Advisors sold 5,900 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $714K.
Catalyst Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 10 quarters.
Catalyst Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.81M in Q1 2014.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Catalyst Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.