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

Maryland Capital 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
Q3 		$1.98M Buy
19,323
+1,206
+7% +$133K 0.17% 76
2022
Q2 		$1.99M Buy
18,117
+736
+4% +$83.1K 0.16% 76
2022
Q1 		$2.1M Sell
17,381
-41,660
-71% -$5.2M 0.13% 83
2021
Q4 		$7.82M Buy
59,041
+7,693
+15% +$1.02M 0.42% 56
2021
Q3 		$6.83M Buy
51,348
+2,372
+5% +$321K 0.41% 57
2021
Q2 		$6.58M Buy
48,976
+5,773
+13% +$761K 0.4% 59
2021
Q1 		$5.62M Buy
43,203
+3,881
+10% +$516K 0.38% 60
2020
Q4 		$5.43M Buy
39,322
+3,212
+9% +$437K 0.38% 58
2020
Q3 		$4.87M Buy
36,110
+1,188
+3% +$162K 0.4% 56
2020
Q2 		$4.7M Sell
34,922
-352
-1% -$45.8K 0.43% 56
2020
Q1 		$4.36M Buy
35,274
+953
+3% +$121K 0.52% 55
2019
Q4 		$4.39M Buy
34,321
+701
+2% +$89.3K 0.47% 53
2019
Q3 		$4.29M Buy
33,620
+27,310
+433% +$3.44M 0.49% 54
2019
Q2 		$785K Buy
6,310
+1,804
+40% +$217K 0.09% 106
2019
Q1 		$537K Buy
4,506
+387
+9% +$44.8K 0.07% 119
2018
Q4 		$465K Sell
4,119
-651
-14% -$73.2K 0.07% 121
2018
Q3 		$548K Buy
4,770
+174
+4% +$20.1K 0.07% 120
2018
Q2 		$527K Sell
4,596
-149
-3% -$17.2K 0.07% 117
2018
Q1 		$557K Sell
4,745
-562
-11% -$66.4K 0.08% 111
2017
Q4 		$645K Sell
5,307
-2,546
-32% -$308K 0.1% 107
2017
Q3 		$952K Sell
7,853
-380
-5% -$45.9K 0.15% 82
2017
Q2 		$992K Sell
8,233
-446
-5% -$53.3K 0.14% 87
2017
Q1 		$1.02M Sell
8,679
-439
-5% -$51.6K 0.15% 85
2016
Q4 		$1.07M Buy
9,118
+255
+3% +$30.3K 0.16% 83
2016
Q3 		$1.09M Sell
8,863
-8
-0.1% -$985 0.16% 80
2016
Q2 		$1.09M Sell
8,871
-55
-0.6% -$6.6K 0.17% 75
2016
Q1 		$1.06M Sell
8,926
-51
-0.6% -$5.86K 0.15% 76
2015
Q4 		$1.02M Buy
8,977
+1,612
+22% +$186K 0.15% 74
2015
Q3 		$855K Buy
7,365
+2,675
+57% +$309K 0.14% 80
2015
Q2 		$543K Sell
4,690
-35
-0.7% -$4.15K 0.08% 97
2015
Q1 		$575K Sell
4,725
-185
-4% -$22.4K 0.09% 98
2014
Q4 		$586K Buy
4,910
+165
+3% +$19.7K 0.1% 99
2014
Q3 		$561K Sell
4,745
-48
-1% -$5.71K 0.1% 102
2014
Q2 		$572K Hold
4,793
– – 0.1% 105
2014
Q1 		$560K Sell
4,793
-3,460
-42% -$401K 0.1% 108
2013
Q4 		$942K Sell
8,253
-280
-3% -$32K 0.15% 98
2013
Q3 		$969K Buy
8,533
+449
+6% +$50.8K 0.16% 96
2013
Q2 		$919K Buy
+8,084
New +$961K 0.16% 97

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Maryland Capital Management's LQD Position: Q3 2022 in Review

Maryland Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.7% in Q3 2022, buying an estimated $133K and bringing the position to 19,323 shares worth $1.98M. The position accounts for 0.17% of the portfolio, ranked #76.

Maryland Capital Management first reported a position in LQD in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.82M in Q4 2021. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Maryland Capital Management held 19,323 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.98M as of Q3 2022.
  • Maryland Capital Management bought 1,206 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $133K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of Maryland Capital Management's portfolio in Q3 2022, its #76 holding.
  • Maryland Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 38 quarters since.
  • Maryland Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.82M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.