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Cetera Advisor Networks’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$22.5M Sell
206,907
-71,650
-26% -$7.79M 0.11% 188
2023
Q4 		$30.8M Sell
278,557
-106,694
-28% -$11.1M 0.17% 123
2023
Q3 		$39.3M Sell
385,251
-42,524
-10% -$4.48M 0.25% 87
2023
Q2 		$46.3M Buy
427,775
+69,689
+19% +$7.54M 0.32% 67
2023
Q1 		$39.2M Sell
358,086
-15,221
-4% -$1.65M 0.29% 70
2022
Q4 		$39.4M Buy
373,307
+233,717
+167% +$24.5M 0.32% 60
2022
Q3 		$14.3M Buy
139,590
+90,587
+185% +$9.98M 0.18% 129
2022
Q2 		$5.39M Sell
49,003
-72,986
-60% -$8.24M 0.07% 292
2022
Q1 		$14.8M Buy
121,989
+10,606
+10% +$1.32M 0.18% 119
2021
Q4 		$14.8M Buy
111,383
+843
+0.8% +$112K 0.18% 114
2021
Q3 		$14.7M Sell
110,540
-16,111
-13% -$2.18M 0.2% 111
2021
Q2 		$17M Buy
126,651
+54,429
+75% +$7.17M 0.24% 89
2021
Q1 		$9.39M Sell
72,222
-27,535
-28% -$3.66M 0.2% 123
2020
Q4 		$13.8M Buy
99,757
+21,248
+27% +$2.89M 0.32% 65
2020
Q3 		$10.6M Buy
78,509
+13,291
+20% +$1.81M 0.28% 81
2020
Q2 		$8.77M Buy
65,218
+34,897
+115% +$4.54M 0.23% 97
2020
Q1 		$3.75M Sell
30,321
-11,787
-28% -$1.5M 0.12% 173
2019
Q4 		$5.38M Sell
42,108
-2,088
-5% -$266K 0.14% 146
2019
Q3 		$5.63M Sell
44,196
-11,040
-20% -$1.39M 0.17% 124
2019
Q2 		$6.85M Buy
55,236
+8,752
+19% +$1.05M 0.21% 96
2019
Q1 		$5.54M Buy
46,484
+20,442
+78% +$2.37M 0.18% 116
2018
Q4 		$2.94M Sell
26,042
-2,803
-10% -$315K 0.11% 169
2018
Q3 		$3.31M Buy
28,845
+7,255
+34% +$836K 0.12% 160
2018
Q2 		$2.47M Buy
21,590
+1,817
+9% +$209K 0.12% 142
2018
Q1 		$2.33M Sell
19,773
-1,740
-8% -$206K 0.1% 173
2017
Q4 		$2.61M Sell
21,513
-170
-0.8% -$20.6K 0.11% 169
2017
Q3 		$2.62M Sell
21,683
-1,798
-8% -$217K 0.12% 163
2017
Q2 		$2.83M Buy
23,481
+102
+0.4% +$12.2K 0.13% 155
2017
Q1 		$2.76M Buy
23,379
+1,020
+5% +$120K 0.13% 162
2016
Q4 		$2.62M Sell
22,359
-16,410
-42% -$1.95M 0.14% 151
2016
Q3 		$4.78M Buy
38,769
+16,588
+75% +$2.04M 0.18% 121
2016
Q2 		$2.72M Sell
22,181
-4,634
-17% -$556K 0.16% 142
2016
Q1 		$3.19M Buy
26,815
+7,833
+41% +$900K 0.2% 110
2015
Q4 		$2.17M Buy
18,982
+1,389
+8% +$161K 0.14% 163
2015
Q3 		$2.04M Buy
17,593
+3,028
+21% +$350K 0.14% 155
2015
Q2 		$1.77M Hold
14,565
– – 0.11% 187
2015
Q1 		$1.77M Sell
14,565
-9,422
-39% -$1.14M 0.11% 187
2014
Q4 		$2.86M Buy
23,987
+1,187
+5% +$141K 0.2% 111
2014
Q3 		$2.7M Buy
22,800
+4,435
+24% +$527K 0.18% 119
2014
Q2 		$2.19M Buy
18,365
+5,241
+40% +$620K 0.14% 161
2014
Q1 		$1.54M Buy
13,124
+794
+6% +$92.1K 0.11% 197
2013
Q4 		$1.41M Buy
12,330
+33
+0.3% +$3.77K 0.11% 199
2013
Q3 		$1.39M Buy
12,297
+25
+0.2% +$2.83K 0.12% 172
2013
Q2 		$1.4M Buy
+12,272
New +$1.46M 0.14% 156

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's LQD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q1 2024, selling an estimated $7.79M and leaving 206,907 shares worth $22.5M. The position accounts for 0.11% of the portfolio, ranked #188.

Cetera Advisor Networks first reported a position in LQD in Q2 2013 and has held it in 44 quarters since. The position peaked at $46.3M in Q2 2023. 1,050 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

  • Cetera Advisor Networks held 206,907 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.5M as of Q1 2024.
  • Cetera Advisor Networks sold 71,650 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $7.79M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Cetera Advisor Networks's portfolio in Q1 2024, its #188 holding.
  • Cetera Advisor Networks first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 44 quarters since.
  • Cetera Advisor Networks's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $46.3M in Q2 2023.
  • 1,050 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.