Lokken Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lokken Investment Group’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	-1,707	Closed	-$226K	–	138
2021 Q4	$226K	Sell	1,707 -83	-5%	-$11K	0.16%	117
2021 Q3	$238K	Sell	1,790 -122	-6%	-$16.5K	0.19%	107
2021 Q2	$257K	Sell	1,912 -173	-8%	-$22.8K	0.21%	100
2021 Q1	$271K	Sell	2,085 -11,671	-85%	-$1.55M	0.24%	92
2020 Q4	$1.9M	Buy	+13,756	New	+$1.87M	1.73%	15

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

Lokken Investment Group's LQD Position: Q1 2022 in Review

Lokken Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 1,707 shares — an estimated $226K sold.

Lokken Investment Group first reported a position in LQD in Q4 2020 and held it in 5 quarters. The position peaked at $1.9M in Q4 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Lokken Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Lokken Investment Group sold 1,707 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $226K.
Lokken Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
Lokken Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.9M 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 Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.