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Foster & Motley’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Foster & Motley’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
Q1 		– Sell
-4,848
Closed -$642K – 362
2021
Q4 		$642K Buy
4,848
+1,084
+29% +$144K 0.05% 236
2021
Q3 		$501K Hold
3,764
– – 0.04% 237
2021
Q2 		$506K Buy
+3,764
New +$496K 0.04% 231
2016
Q2 		– Sell
-2,003
Closed -$238K – 169
2016
Q1 		$238K Sell
2,003
-255
-11% -$29.3K 0.05% 160
2015
Q4 		$257K Sell
2,258
-355
-14% -$41K 0.05% 163
2015
Q3 		$303K Sell
2,613
-1,580
-38% -$183K 0.07% 153
2015
Q2 		$485K Buy
4,193
+83
+2% +$9.83K 0.11% 127
2015
Q1 		$500K Sell
4,110
-974
-19% -$118K 0.11% 130
2014
Q4 		$607K Sell
5,084
-2,807
-36% -$334K 0.14% 118
2014
Q3 		$933K Sell
7,891
-5,391
-41% -$641K 0.22% 99
2014
Q2 		$1.58M Buy
13,282
+2,359
+22% +$279K 0.37% 79
2014
Q1 		$1.28M Buy
10,923
+2,847
+35% +$330K 0.31% 82
2013
Q4 		$922K Buy
8,076
+100
+1% +$11.4K 0.23% 93
2013
Q3 		$905K Buy
7,976
+253
+3% +$28.6K 0.24% 90
2013
Q2 		$878K Buy
+7,723
New +$918K 0.24% 89

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Foster & Motley's LQD Position: Q1 2022 in Review

Foster & Motley sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 4,848 shares — an estimated $642K sold.

Foster & Motley first reported a position in LQD in Q2 2013 and held it in 15 quarters. The position peaked at $1.58M in Q2 2014. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Foster & Motley reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Foster & Motley sold 4,848 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $642K.
  • Foster & Motley first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 15 quarters.
  • Foster & Motley's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.58M in Q2 2014.
  • 1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Foster & Motley's 13F filing for Q1 2022, filed 28 Apr 2022.