Leo Brokerage’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Leo Brokerage’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 Q2	$17.7M	Buy	164,695 +11,542	+8%	+$1.25M	2.02%	9
2023 Q1	$16.8M	Buy	+153,153	New	+$16.6M	2.5%	7
2022 Q2	$7.58M	Buy	68,862 +26,690	+63%	+$3.01M	2.04%	10
2022 Q1	$5.1M	Buy	+42,172	New	+$5.26M	0.81%	22
2021 Q3	$5.33M	Sell	40,084 -249	-0.6%	-$33.7K	0.99%	20
2021 Q2	$5.42M	Buy	40,333 +1,247	+3%	+$164K	1.09%	20
2021 Q1	$5.08M	Buy	39,086 +1,815	+5%	+$241K	1.44%	15
2020 Q4	$5.15M	Sell	37,271 -3,943	-10%	-$537K	1.66%	14
2020 Q3	$5.54M	Buy	+41,214	New	+$5.62M	2.29%	16

Other funds holding LQD

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

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

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

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

MYLI

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

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Leo Brokerage's LQD Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.5% in Q2 2023, buying an estimated $1.25M and bringing the position to 164,695 shares worth $17.7M. The position accounts for 2.02% of the portfolio, ranked #9.

Leo Brokerage first reported a position in LQD in Q3 2020 and has held it in 9 quarters since. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Leo Brokerage held 164,695 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $17.7M as of Q2 2023.
Leo Brokerage bought 11,542 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $1.25M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.02% of Leo Brokerage's portfolio in Q2 2023, its #9 holding.
Leo Brokerage first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 9 quarters since.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.