Glovista Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Glovista Investments’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 Q3	–	Sell	-103,941	Closed	-$11.4M	–	43
2022 Q2	$11.4M	Buy	+103,941	New	+$11.7M	4.71%	5
2014 Q4	–	Sell	-416,236	Closed	-$49.2M	–	86
2014 Q3	$49.2M	Buy	416,236 +57,582	+16%	+$6.85M	6.44%	5
2014 Q2	$42.8M	Buy	358,654 +342,335	+2,098%	+$40.5M	6.01%	4
2014 Q1	$1.91M	Sell	16,319 -58,552	-78%	-$6.79M	0.32%	34
2013 Q4	$8.55M	Buy	74,871 +62,709	+516%	+$7.16M	1.4%	18
2013 Q3	$1.38M	Buy	+12,162	New	+$1.38M	0.25%	27

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Glovista Investments's LQD Position: Q3 2022 in Review

Glovista Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 103,941 shares — an estimated $11.4M sold.

Glovista Investments first reported a position in LQD in Q3 2013 and held it in 6 quarters. The position peaked at $49.2M in Q3 2014. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Glovista Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Glovista Investments sold 103,941 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $11.4M.
Glovista Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 6 quarters.
Glovista Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $49.2M in Q3 2014.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Glovista Investments's 13F filing for Q3 2022, filed 14 Nov 2022.