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Marotta Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Marotta Asset 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
-3,123
Closed -$414K – 118
2021
Q4 		$414K Buy
+3,123
New +$415K 0.09% 73

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Marotta Asset Management's LQD Position: Q1 2022 in Review

Marotta Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,123 shares — an estimated $414K sold.

Marotta Asset Management first reported a position in LQD in Q4 2021 and held it in 1 quarter. The position peaked at $414K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Marotta Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Marotta Asset Management sold 3,123 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $414K.
  • Marotta Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Marotta Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $414K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Marotta Asset Management's 13F filing for Q1 2022, filed 8 Apr 2022.