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

Column 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 Q4	–	Sell	-252	Closed	-$26K	–	851
2022 Q3	$26K	Sell	252 -75	-23%	-$8.27K	0.01%	354
2022 Q2	$36K	Hold	327	–	–	0.01%	320
2022 Q1	$40K	Hold	327	–	–	0.01%	319
2021 Q4	$43K	Hold	327	–	–	0.01%	316
2021 Q3	$44K	Hold	327	–	–	0.01%	285
2021 Q2	$44K	Hold	327	–	–	0.01%	297
2021 Q1	$43K	Hold	327	–	–	0.01%	293
2020 Q4	$45K	Hold	327	–	–	0.01%	286
2020 Q3	$44K	Hold	327	–	–	0.01%	267
2020 Q2	$43K	Sell	327 -50	-13%	-$6.5K	0.01%	272
2020 Q1	$47K	Hold	377	–	–	0.02%	205
2019 Q4	$48K	Buy	+377	New	+$48K	0.02%	248

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Column Capital Advisors's LQD Position: Q4 2022 in Review

Column Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 252 shares — an estimated $26K sold.

Column Capital Advisors first reported a position in LQD in Q4 2019 and held it in 12 quarters. The position peaked at $48K in Q4 2019. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Column Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Column Capital Advisors sold 252 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $26K.
Column Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Column Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $48K in Q4 2019.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Column Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.