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Insight 2811 Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Insight 2811 Inc’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
Q3 		– Sell
-2,318
Closed -$251K – 89
2023
Q2 		$251K Sell
2,318
-239
-9% -$25.8K 0.14% 77
2023
Q1 		$280K Sell
2,557
-1,994
-44% -$216K 0.17% 72
2022
Q4 		$480K Buy
4,551
+2,481
+120% +$260K 0.3% 44
2022
Q3 		$212K Sell
2,070
-562
-21% -$61.9K 0.14% 73
2022
Q2 		$290K Sell
2,632
-1,137
-30% -$128K 0.19% 61
2022
Q1 		$456K Buy
3,769
+817
+28% +$102K 0.27% 45
2021
Q4 		$391K Buy
2,952
+806
+38% +$107K 0.22% 52
2021
Q3 		$285K Buy
+2,146
New +$290K 0.17% 60
2018
Q3 		– Sell
-5,176
Closed -$593K – 87
2018
Q2 		$593K Sell
5,176
-665
-11% -$76.6K 0.41% 44
2018
Q1 		$686K Hold
5,841
– – 0.49% 38
2017
Q4 		$710K Sell
5,841
-442
-7% -$53.5K 0.52% 39
2017
Q3 		$762K Buy
6,283
+304
+5% +$36.7K 0.56% 36
2017
Q2 		$721K Buy
+5,979
New +$715K 0.55% 40
2016
Q4 		– Sell
-8,392
Closed -$1.03M – 80
2016
Q3 		$1.03M Sell
8,392
-4,071
-33% -$501K 0.64% 35
2016
Q2 		$1.53M Sell
12,463
-4,817
-28% -$578K 0.59% 27
2016
Q1 		$2.05M Buy
+17,280
New +$1.99M 0.81% 14
2015
Q2 		– Sell
-21,059
Closed -$2.56M – 112
2015
Q1 		$2.56M Buy
+21,059
New +$2.55M 1.21% 13

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight 2811 Inc's LQD Position: Q3 2023 in Review

Insight 2811 Inc sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 2,318 shares — an estimated $251K sold.

Insight 2811 Inc first reported a position in LQD in Q1 2015 and held it in 17 quarters. The position peaked at $2.56M in Q1 2015. 1,029 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Insight 2811 Inc reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 2,318 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $251K.
  • Insight 2811 Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 17 quarters.
  • Insight 2811 Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.56M in Q1 2015.
  • 1,029 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Insight 2811 Inc's 13F filing for Q3 2023, filed 14 Nov 2023.