Intelligence Driven Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-5,291	Closed	-$678K	–	92
2021 Q4	$678K	Sell	5,291 -8,080	-60%	-$1.07M	0.12%	51
2021 Q3	$1.78M	Sell	13,371 -13,981	-51%	-$1.89M	0.4%	32
2021 Q2	$3.67M	Sell	27,352 -212,831	-89%	-$28.1M	0.71%	31
2021 Q1	$31.2M	Buy	240,183 +14,550	+6%	+$1.94M	7.01%	4
2020 Q4	$31.2M	Sell	225,633 -106,314	-32%	-$14.5M	6.99%	2
2020 Q3	$44.7M	Buy	331,947 +330,216	+19,077%	+$45M	10.49%	1
2020 Q2	$233K	Buy	+1,731	New	+$225K	0.08%	80

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Intelligence Driven Advisers's LQD Position: Q1 2022 in Review

Intelligence Driven Advisers sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 5,291 shares — an estimated $678K sold.

Intelligence Driven Advisers first reported a position in LQD in Q2 2020 and held it in 7 quarters. The position peaked at $44.7M in Q3 2020. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Intelligence Driven Advisers reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 5,291 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $678K.
Intelligence Driven Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Intelligence Driven Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $44.7M in Q3 2020.
1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Intelligence Driven Advisers's 13F filing for Q1 2022, filed 25 Apr 2022.