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Frontier Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Frontier Wealth Management’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 		$242K Sell
2,203
-219
-9% -$24.7K 0.02% 332
2022
Q1 		$281K Hold
2,422
– – ﹤0.01% 317
2021
Q4 		$321K Hold
2,422
– – 0.02% 318
2021
Q3 		$322K Sell
2,422
-743
-23% -$100K 0.02% 316
2021
Q2 		$425K Buy
3,165
+22
+0.7% +$2.9K 0.03% 282
2021
Q1 		$409K Buy
3,143
+1,394
+80% +$185K 0.03% 265
2020
Q4 		$242K Sell
1,749
-829
-32% -$113K 0.02% 326
2020
Q3 		$347K Sell
2,578
-984
-28% -$134K 0.03% 266
2020
Q2 		$479K Buy
+3,562
New +$463K 0.04% 218
2017
Q4 		– Sell
-1,827
Closed -$221K – 378
2017
Q3 		$221K Sell
1,827
-785
-30% -$94.9K 0.03% 344
2017
Q2 		$315K Sell
2,612
-9,905
-79% -$1.18M 0.05% 286
2017
Q1 		$1.48M Buy
12,517
+7,791
+165% +$915K 0.23% 112
2016
Q4 		$554K Sell
4,726
-10,332
-69% -$1.23M 0.09% 204
2016
Q3 		$1.85M Buy
15,058
+10,179
+209% +$1.25M 0.28% 90
2016
Q2 		$599K Sell
4,879
-16,363
-77% -$1.96M 0.1% 184
2016
Q1 		$2.52M Sell
21,242
-2,705
-11% -$311K 0.21% 65
2015
Q4 		$2.73M Buy
23,947
+11,688
+95% +$1.35M 0.44% 60
2015
Q3 		$1.42M Sell
12,259
-16,813
-58% -$1.94M 0.22% 105
2015
Q2 		$3.36M Sell
29,072
-113,007
-80% -$13.4M 0.52% 44
2015
Q1 		$17.3M Buy
142,079
+111,882
+371% +$13.6M 2.78% 5
2014
Q4 		$3.61M Buy
+30,197
New +$3.6M 0.68% 27

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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 $210B AUM 57.28% 1-Year Est. Return

Frontier Wealth Management's LQD Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9% in Q2 2022, selling an estimated $24.7K and leaving 2,203 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #332.

Frontier Wealth Management first reported a position in LQD in Q4 2014 and has held it in 21 quarters since. The position peaked at $17.3M in Q1 2015. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Frontier Wealth Management held 2,203 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $242K as of Q2 2022.
  • Frontier Wealth Management sold 219 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $24.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #332 holding.
  • Frontier Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 21 quarters since.
  • Frontier Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.3M in Q1 2015.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.