D'Orazio & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-53	Closed	-$7K	–	437
2021 Q3	$7K	Buy	+53	New	+$7.16K	﹤0.01%	600
2015 Q2	–	Sell	-128	Closed	-$16K	–	256
2015 Q1	$16K	Hold	128	–	–	0.01%	162
2014 Q4	$15K	Hold	128	–	–	0.01%	156
2014 Q3	$15K	Hold	128	–	–	0.01%	156
2014 Q2	$15K	Hold	128	–	–	0.01%	161
2014 Q1	$15K	Hold	128	–	–	0.01%	158
2013 Q4	$15K	Buy	+128	New	+$14.6K	0.01%	143

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

D'Orazio & Associates's LQD Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 53 shares — an estimated $7K sold.

D'Orazio & Associates first reported a position in LQD in Q4 2013 and held it in 7 quarters. The position peaked at $16K in Q1 2015. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

D'Orazio & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 53 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $7K.
D'Orazio & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 7 quarters.
D'Orazio & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16K in Q1 2015.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.