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

Epic Trust Investment 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
-1,998
Closed -$242K – 83
2022
Q1 		$242K Sell
1,998
-3,294
-62% -$411K 0.38% 59
2021
Q4 		$701K Buy
+5,292
New +$703K 1.02% 20

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Epic Trust Investment Advisors's LQD Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,998 shares — an estimated $242K sold.

Epic Trust Investment Advisors first reported a position in LQD in Q4 2021 and held it in 2 quarters. The position peaked at $701K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,998 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $242K.
  • Epic Trust Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $701K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.