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L.J. Altfest & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-65,594
Closed -$6.92M – 283
2022
Q4 		$6.92M Buy
+65,594
New +$6.87M 1.15% 18
2020
Q4 		– Sell
-1,565
Closed -$211K – 276
2020
Q3 		$211K Sell
1,565
-25,191
-94% -$3.43M 0.06% 208
2020
Q2 		$3.6M Buy
+26,756
New +$3.48M 1.04% 20

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

L.J. Altfest & Co's LQD Position: Q1 2023 in Review

L.J. Altfest & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 65,594 shares — an estimated $6.92M sold.

L.J. Altfest & Co first reported a position in LQD in Q2 2020 and held it in 3 quarters. The position peaked at $6.92M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • L.J. Altfest & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 65,594 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $6.92M.
  • L.J. Altfest & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • L.J. Altfest & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.92M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on L.J. Altfest & Co's 13F filing for Q1 2023, filed 20 Apr 2023.