IDA
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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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return