LCM Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LCM Capital Management’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	-2,359	Closed	-$255K	–	89
2023 Q2	$255K	Hold	2,359	–	–	0.21%	71
2023 Q1	$259K	Hold	2,359	–	–	0.23%	68
2022 Q4	$249K	Sell	2,359 -11	-0.5%	-$1.15K	0.24%	64
2022 Q3	$243K	Hold	2,370	–	–	0.26%	59
2022 Q2	$261K	Sell	2,370 -200	-8%	-$22.6K	0.26%	58
2022 Q1	$311K	Sell	2,570 -25	-1%	-$3.12K	0.25%	60
2021 Q4	$344K	Buy	2,595 +22	+0.9%	+$2.92K	0.27%	58
2021 Q3	$342K	Hold	2,573	–	–	0.29%	59
2021 Q2	$346K	Buy	2,573 +393	+18%	+$51.8K	0.29%	57
2021 Q1	$284K	Buy	+2,180	New	+$290K	0.25%	62

Other funds holding LQD

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

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LCM Capital Management's LQD Position: Q3 2023 in Review

LCM Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 2,359 shares — an estimated $255K sold.

LCM Capital Management first reported a position in LQD in Q1 2021 and held it in 10 quarters. The position peaked at $346K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

LCM Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
LCM Capital Management sold 2,359 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $255K.
LCM Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
LCM Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $346K in Q2 2021.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on LCM Capital Management's 13F filing for Q3 2023, filed 7 Nov 2023.