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LVW Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LVW Advisors’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
Q4 		– Sell
-6,724
Closed -$894K – 247
2021
Q3 		$894K Hold
6,724
– – 0.15% 105
2021
Q2 		$903K Hold
6,724
– – 0.16% 96
2021
Q1 		$874K Buy
6,724
+4,094
+156% +$545K 0.17% 95
2020
Q4 		$363K Hold
2,630
– – 0.07% 149
2020
Q3 		$354K Sell
2,630
-700
-21% -$95.4K 0.08% 137
2020
Q2 		$448K Buy
+3,330
New +$433K 0.11% 101

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

LVW Advisors's LQD Position: Q4 2021 in Review

LVW Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 6,724 shares — an estimated $894K sold.

LVW Advisors first reported a position in LQD in Q2 2020 and held it in 6 quarters. The position peaked at $903K in Q2 2021. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • LVW Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • LVW Advisors sold 6,724 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $894K.
  • LVW Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
  • LVW Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $903K in Q2 2021.
  • 1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on LVW Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.