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

Emerald 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 Q2	–	Sell	-2,671	Closed	-$323K	–	88
2022 Q1	$323K	Sell	2,671 -211	-7%	-$26.3K	0.08%	74
2021 Q4	$382K	Sell	2,882 -51,104	-95%	-$6.79M	0.09%	68
2021 Q3	$7.18M	Buy	53,986 +1,998	+4%	+$270K	2.05%	2
2021 Q2	$6.99M	Buy	51,988 +6,497	+14%	+$856K	2.18%	2
2021 Q1	$5.92M	Buy	45,491 +2,248	+5%	+$299K	2.14%	2
2020 Q4	$5.97M	Buy	43,243 +4,055	+10%	+$552K	2.06%	2
2020 Q3	$5.28M	Buy	39,188 +4,485	+13%	+$611K	2.02%	2
2020 Q2	$4.67M	Buy	34,703 +1,059	+3%	+$138K	2.06%	2
2020 Q1	$4.26M	Buy	33,644 +20,645	+159%	+$2.63M	1.93%	2
2019 Q4	$1.69M	Buy	+12,999	New	+$1.66M	1.61%	4

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Emerald Advisors's LQD Position: Q2 2022 in Review

Emerald Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,671 shares — an estimated $323K sold.

Emerald Advisors first reported a position in LQD in Q4 2019 and held it in 10 quarters. The position peaked at $7.18M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Emerald Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Emerald Advisors sold 2,671 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $323K.
Emerald Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Emerald Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.18M in Q3 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Emerald Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.