Lloyd Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lloyd Advisory Services’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
2021 Q2	–	Sell	-759	Closed	-$99K	–	413
2021 Q1	$99K	Sell	759 -511	-40%	-$68K	0.05%	102
2020 Q4	$175K	Sell	1,270 -2,575	-67%	-$351K	0.1%	59
2020 Q3	$518K	Sell	3,845 -1,355	-26%	-$185K	0.31%	23
2020 Q2	$699K	Buy	5,200 +5,147	+9,711%	+$669K	0.44%	20
2020 Q1	$7K	Buy	53 +31	+141%	+$3.95K	0.01%	168
2019 Q4	$3K	Buy	+22	New	+$2.8K	﹤0.01%	285

Other funds holding LQD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Lloyd Advisory Services's LQD Position: Q2 2021 in Review

Lloyd Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2021, closing a stake of 759 shares — an estimated $99K sold.

Lloyd Advisory Services first reported a position in LQD in Q4 2019 and held it in 6 quarters. The position peaked at $699K in Q2 2020. 1,055 funds tracked by Wall St. Rank hold LQD as of Q2 2021.

Lloyd Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Lloyd Advisory Services sold 759 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $99K.
Lloyd Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Lloyd Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $699K in Q2 2020.
1,055 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Lloyd Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.