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Graticule Asia Macro Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Graticule Asia Macro 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
-500,000
Closed -$60.5M – 51
2022
Q1 		$60.5M Buy
+500,000
New +$62.4M 8.82% 4
2015
Q3 		– Sell
-1,040,000
Closed -$120M – 117
2015
Q2 		$120M Buy
+1,040,000
New +$123M 5.8% 5

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Graticule Asia Macro Advisors's LQD Position: Q4 2022 in Review

Graticule Asia Macro Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022: 740,000 shares worth $78M. The stake represents 28.44% of the portfolio and ranks #1 among its holdings. This is a return to the name: Graticule Asia Macro Advisors previously reported a position in LQD as recently as Q3 2015.

Graticule Asia Macro Advisors first reported a position in LQD in Q3 2015 and has held it in 2 quarters since. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Graticule Asia Macro Advisors held 740,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $78M as of Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Graticule Asia Macro Advisors position in Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 28.44% of Graticule Asia Macro Advisors's portfolio in Q4 2022, its #1 holding.
  • Graticule Asia Macro Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 2 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Graticule Asia Macro Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.