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

Lindbrook Capital’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	-1,650	Closed	-$174K	–	2857
2022 Q4	$174K	Hold	1,650	–	–	0.02%	357
2022 Q3	$169K	Sell	1,650 -1,650	-50%	-$182K	0.03%	301
2022 Q2	$363K	Buy	+3,300	New	+$373K	0.06%	193
2022 Q1	–	Sell	-340	Closed	-$45K	–	2557
2021 Q4	$45K	Buy	+340	New	+$45.2K	0.01%	757
2021 Q1	–	Sell	-9,600	Closed	-$1.33M	–	1911
2020 Q4	$1.33M	Buy	9,600 +1,442	+18%	+$196K	0.32%	33
2020 Q3	$1.1M	Buy	8,158 +4,058	+99%	+$553K	0.3%	35
2020 Q2	$551K	Buy	4,100 +3,100	+310%	+$403K	0.16%	47
2020 Q1	$124K	Buy	+1,000	New	+$127K	0.05%	158

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Lindbrook Capital's LQD Position: Q1 2023 in Review

Lindbrook Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 1,650 shares — an estimated $174K sold.

Lindbrook Capital first reported a position in LQD in Q1 2020 and held it in 8 quarters. The position peaked at $1.33M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Lindbrook Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 1,650 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $174K.
Lindbrook Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Lindbrook Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.33M in Q4 2020.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.