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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return