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Enterprise Financial Services Corp (EFSC)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-3,811
Closed -$507K – 418
2021
Q3 		$507K Sell
3,811
-72
-2% -$9.73K 0.07% 185
2021
Q2 		$522K Buy
3,883
+36
+0.9% +$4.75K 0.08% 143
2021
Q1 		$501K Buy
3,847
+1,705
+80% +$227K 0.09% 133
2020
Q4 		$296K Hold
2,142
– – 0.06% 176
2020
Q3 		$288K Hold
2,142
– – 0.06% 164
2020
Q2 		$288K Hold
2,142
– – 0.06% 161
2020
Q1 		$265K Hold
2,142
– – 0.07% 164
2019
Q4 		$274K Sell
2,142
-16
-0.7% -$2.04K 0.06% 182
2019
Q3 		$275K Sell
2,158
-136
-6% -$17.1K 0.06% 174
2019
Q2 		$285K Sell
2,294
-327
-12% -$39.3K 0.06% 181
2019
Q1 		$312K Buy
2,621
+2,132
+436% +$247K 0.07% 176
2018
Q4 		$55K Buy
489
+15
+3% +$1.69K 0.03% 223
2018
Q3 		$54K Hold
474
– – 0.03% 268
2018
Q2 		$54K Hold
474
– – 0.03% 276
2018
Q1 		$56K Hold
474
– – 0.03% 269
2017
Q4 		$58K Hold
474
– – 0.03% 266
2017
Q3 		$57K Sell
474
-130
-22% -$15.7K 0.03% 270
2017
Q2 		$73K Sell
604
-186
-24% -$22.2K 0.04% 234
2017
Q1 		$93K Buy
790
+21
+3% +$2.47K 0.05% 204
2016
Q4 		$90K Hold
769
– – 0.05% 207
2016
Q3 		$95K Hold
769
– – 0.05% 191
2016
Q2 		$94K Sell
769
-64
-8% -$7.68K 0.06% 183
2016
Q1 		$99K Sell
833
-67
-7% -$7.7K 0.06% 175
2015
Q4 		$103K Sell
900
-139
-13% -$16.1K 0.06% 165
2015
Q3 		$121K Hold
1,039
– – 0.08% 151
2015
Q2 		$120K Hold
1,039
– – 0.07% 155
2015
Q1 		$126K Hold
1,039
– – 0.07% 156
2014
Q4 		$124K Hold
1,039
– – 0.08% 156
2014
Q3 		$123K Hold
1,039
– – 0.08% 152
2014
Q2 		$124K Hold
1,039
– – 0.07% 155
2014
Q1 		$122K Hold
1,039
– – 0.07% 154
2013
Q4 		$119K Hold
1,039
– – 0.07% 154
2013
Q3 		$118K Buy
1,039
+139
+15% +$15.7K 0.07% 151
2013
Q2 		$102K Buy
+900
New +$107K 0.07% 152

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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

Enterprise Financial Services Corp (EFSC)'s LQD Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 3,811 shares — an estimated $507K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in LQD in Q2 2013 and held it in 34 quarters. The position peaked at $522K in Q2 2021. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 3,811 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $507K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 34 quarters.
  • Enterprise Financial Services Corp (EFSC)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $522K in Q2 2021.
  • 1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.