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

Granite 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
2021
Q3 		$309K Hold
2,325
– – 0.05% 149
2021
Q2 		$312K Hold
2,325
– – 0.05% 153
2021
Q1 		$302K Hold
2,325
– – 0.05% 152
2020
Q4 		$321K Sell
2,325
-700
-23% -$95.3K 0.06% 147
2020
Q3 		$407K Hold
3,025
– – 0.08% 131
2020
Q2 		$407K Hold
3,025
– – 0.09% 122
2020
Q1 		$374K Hold
3,025
– – 0.09% 119
2019
Q4 		$387K Hold
3,025
– – 0.07% 128
2019
Q3 		$386K Buy
+3,025
New +$381K 0.08% 125
2018
Q4 		– Sell
-2,625
Closed -$302K – 162
2018
Q3 		$302K Sell
2,625
-8,035
-75% -$926K 0.05% 137
2018
Q2 		$1.22M Hold
10,660
– – 0.22% 94
2018
Q1 		$1.25M Sell
10,660
-250
-2% -$29.5K 0.23% 95
2017
Q4 		$1.33M Buy
+10,910
New +$1.32M 0.23% 104
2017
Q2 		– Sell
-2,510
Closed -$296K – 125
2017
Q1 		$296K Buy
2,510
+50
+2% +$5.87K 0.05% 107
2016
Q4 		$288K Hold
2,460
– – 0.06% 102
2016
Q3 		$303K Buy
2,460
+25
+1% +$3.08K 0.06% 96
2016
Q2 		$299K Hold
2,435
– – 0.06% 99
2016
Q1 		$289K Hold
2,435
– – 0.06% 100
2015
Q4 		$278K Buy
2,435
+50
+2% +$5.78K 0.06% 106
2015
Q3 		$277K Hold
2,385
– – 0.05% 99
2015
Q2 		$276K Sell
2,385
-500
-17% -$59.2K 0.05% 110
2015
Q1 		$351K Hold
2,885
– – 0.08% 72
2014
Q4 		$344K Hold
2,885
– – 0.08% 70
2014
Q3 		$341K Hold
2,885
– – 0.08% 73
2014
Q2 		$344K Buy
2,885
+300
+12% +$35.5K 0.08% 73
2014
Q1 		$302K Hold
2,585
– – 0.07% 73
2013
Q4 		$295K Buy
2,585
+135
+6% +$15.4K 0.06% 76
2013
Q3 		$278K Hold
2,450
– – 0.06% 76
2013
Q2 		$278K Buy
+2,450
New +$291K 0.06% 72

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
PGEBT
Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Granite Investment Advisors's LQD Position: Q3 2021 in Review

Granite Investment Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2021 at 2,325 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #149.

Granite Investment Advisors first reported a position in LQD in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.33M in Q4 2017. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

  • Granite Investment Advisors held 2,325 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $309K as of Q3 2021.
  • Granite Investment Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2021.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Granite Investment Advisors's portfolio in Q3 2021, its #149 holding.
  • Granite Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 29 quarters since.
  • Granite Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.33M in Q4 2017.
  • 1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Granite Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.