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Clear Investment Research’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Clear Investment Research’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
2023
Q2 		– Sell
-68
Closed -$7.45K – 198
2023
Q1 		$7.45K Hold
68
– – 0.01% 131
2022
Q4 		$7K Hold
68
– – 0.01% 127
2022
Q3 		$7K Hold
68
– – 0.01% 126
2022
Q2 		$7K Sell
68
-136
-67% -$15.4K 0.02% 108
2022
Q1 		$25K Hold
204
– – 0.05% 99
2021
Q4 		$27K Hold
204
– – 0.04% 97
2021
Q3 		$27K Hold
204
– – 0.04% 96
2021
Q2 		$27K Buy
204
+1
+0.5% +$132 0.05% 96
2021
Q1 		$27K Sell
203
-217
-52% -$28.9K 0.05% 83
2020
Q4 		$58K Sell
420
-4
-0.9% -$545 0.1% 66
2020
Q3 		$57K Sell
424
-130
-23% -$17.7K 0.12% 65
2020
Q2 		$75K Sell
554
-41
-7% -$5.33K 0.16% 60
2020
Q1 		$74K Buy
595
+2
+0.3% +$255 0.18% 59
2019
Q4 		$76K Buy
593
+11
+2% +$1.4K 0.16% 62
2019
Q3 		$74K Sell
582
-2
-0.3% -$252 0.16% 59
2019
Q2 		$73K Sell
584
-4
-0.7% -$480 0.12% 57
2019
Q1 		$70K Buy
588
+13
+2% +$1.51K 0.11% 60
2018
Q4 		$65K Sell
575
-446
-44% -$50.1K 0.11% 57
2018
Q3 		$117K Buy
1,021
+230
+29% +$26.5K 0.17% 47
2018
Q2 		$93K Hold
791
– – 0.06% 47
2018
Q1 		$93K Buy
+791
New +$93.4K 0.06% 47

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Clear Investment Research's LQD Position: Q2 2023 in Review

Clear Investment Research sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 68 shares — an estimated $7.45K sold.

Clear Investment Research first reported a position in LQD in Q1 2018 and held it in 21 quarters. The position peaked at $117K in Q3 2018. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • Clear Investment Research reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Clear Investment Research sold 68 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $7.45K.
  • Clear Investment Research first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 21 quarters.
  • Clear Investment Research's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $117K in Q3 2018.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Clear Investment Research's 13F filing for Q2 2023, filed 9 Aug 2023.