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

Liberty 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
2022 Q1	–	Sell	-4,305	Closed	-$570K	–	144
2021 Q4	$570K	Sell	4,305 -6,885	-62%	-$915K	0.15%	96
2021 Q3	$1.49M	Hold	11,190	–	–	0.44%	60
2021 Q2	$1.5M	Buy	11,190 +181	+2%	+$23.9K	0.46%	61
2021 Q1	$1.43M	Hold	11,009	–	–	0.49%	59
2020 Q4	$1.52M	Buy	+11,009	New	+$1.5M	0.55%	53
2020 Q2	$850K	Buy	+6,320	New	+$822K	0.37%	61
2018 Q1	–	Sell	-249	Closed	-$30K	–	178
2017 Q4	$30K	Hold	249	–	–	0.02%	201
2017 Q3	$30K	Hold	249	–	–	0.02%	208
2017 Q2	$30K	Hold	249	–	–	0.02%	196
2017 Q1	$29K	Hold	249	–	–	0.02%	187
2016 Q4	$29K	Sell	249 -333	-57%	-$39.6K	0.02%	182
2016 Q3	$71K	Buy	+582	New	+$71.7K	0.05%	142

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

Liberty Capital Management's LQD Position: Q1 2022 in Review

Liberty Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 4,305 shares — an estimated $570K sold.

Liberty Capital Management first reported a position in LQD in Q3 2016 and held it in 12 quarters. The position peaked at $1.52M in Q4 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Liberty Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Liberty Capital Management sold 4,305 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $570K.
Liberty Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 12 quarters.
Liberty Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.52M 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 Liberty Capital Management's 13F filing for Q1 2022, filed 4 May 2022.