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Clean Yield Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clean Yield Group’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
-25
Closed -$3K – 456
2022
Q1 		$3K Buy
+25
New +$3.12K ﹤0.01% 427
2017
Q2 		– Sell
-966
Closed -$114K – 205
2017
Q1 		$114K Sell
966
-1,532
-61% -$180K 0.05% 147
2016
Q4 		$293K Buy
2,498
+1,532
+159% +$182K 0.13% 111
2016
Q3 		$119K Buy
+966
New +$119K 0.05% 144

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Clean Yield Group's LQD Position: Q2 2022 in Review

Clean Yield Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

Clean Yield Group first reported a position in LQD in Q3 2016 and held it in 4 quarters. The position peaked at $293K in Q4 2016. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Clean Yield Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Clean Yield Group sold 25 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $3K.
  • Clean Yield Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 4 quarters.
  • Clean Yield Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $293K in Q4 2016.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.