Industrial Alliance Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Industrial Alliance Investment 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
2023 Q2	–	Sell	-501,200	Closed	-$54.9M	–	360
2023 Q1	$54.9M	Sell	501,200 -200,000	-29%	-$21.7M	1.53%	15
2022 Q4	$73.9M	Buy	701,200 +275,000	+65%	+$28.8M	2.06%	9
2022 Q3	$43.7M	Hold	426,200	–	–	1.28%	14
2022 Q2	$46.9M	Buy	426,200 +420,000	+6,774%	+$47.4M	1.34%	14
2022 Q1	$750K	Hold	6,200	–	–	0.02%	288
2021 Q4	$821K	Buy	+6,200	New	+$824K	0.02%	278

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Industrial Alliance Investment Management's LQD Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 501,200 shares — an estimated $54.9M sold.

Industrial Alliance Investment Management first reported a position in LQD in Q4 2021 and held it in 6 quarters. The position peaked at $73.9M in Q4 2022. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Industrial Alliance Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 501,200 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $54.9M.
Industrial Alliance Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $73.9M in Q4 2022.
1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.