Karn Couzens & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Karn Couzens & Associates’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	$313K	Buy	2,590 +272	+12%	+$33.9K	0.2%	66
2021 Q4	$307K	Sell	2,318 -664	-22%	-$88.2K	0.21%	63
2021 Q3	$397K	Buy	2,982 +565	+23%	+$76.4K	0.3%	47
2021 Q2	$325K	Sell	2,417 -4,438	-65%	-$585K	0.25%	55
2021 Q1	$891K	Hold	6,855	–	–	0.8%	25
2020 Q4	$947K	Buy	+6,855	New	+$934K	0.9%	21

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Karn Couzens & Associates's LQD Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q1 2022, buying an estimated $33.9K and bringing the position to 2,590 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #66.

Karn Couzens & Associates first reported a position in LQD in Q4 2020 and has held it in 6 quarters since. The position peaked at $947K in Q4 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Karn Couzens & Associates held 2,590 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $313K as of Q1 2022.
Karn Couzens & Associates bought 272 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $33.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Karn Couzens & Associates's portfolio in Q1 2022, its #66 holding.
Karn Couzens & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $947K in Q4 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.