Mid Atlantic Financial Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$6M	Buy	45,105 +813	+2%	+$110K	0.4%	51
2021 Q2	$5.95M	Sell	44,292 -11,138	-20%	-$1.47M	0.4%	51
2021 Q1	$7.21M	Sell	55,430 -33,383	-38%	-$4.44M	0.53%	37
2020 Q4	$12.3M	Sell	88,813 -50,672	-36%	-$6.9M	0.94%	19
2020 Q3	$18.9M	Buy	139,485 +9,208	+7%	+$1.26M	1.65%	11
2020 Q2	$17.5M	Buy	130,277 +93,299	+252%	+$12.1M	1.69%	12
2020 Q1	$4.57M	Buy	36,978 +2,164	+6%	+$276K	0.52%	40
2019 Q4	$4.46M	Sell	34,814 -2,931	-8%	-$373K	0.42%	51
2019 Q3	$4.81M	Buy	37,745 +6,819	+22%	+$859K	0.51%	36
2019 Q2	$3.85M	Buy	30,926 +6,553	+27%	+$787K	0.4%	55
2019 Q1	$2.9M	Buy	24,373 +4,214	+21%	+$488K	0.32%	64
2018 Q4	$2.27M	Buy	+20,159	New	+$2.27M	0.28%	75

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYLI

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

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

WAMC

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mid Atlantic Financial Management's LQD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.8% in Q3 2021, buying an estimated $110K and bringing the position to 45,105 shares worth $6M. The position accounts for 0.4% of the portfolio, ranked #51.

Mid Atlantic Financial Management first reported a position in LQD in Q4 2018 and has held it in 12 quarters since. The position peaked at $18.9M in Q3 2020. 1,036 funds tracked by Wall St. Rank hold LQD as of Q3 2021.

Mid Atlantic Financial Management held 45,105 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6M as of Q3 2021.
Mid Atlantic Financial Management bought 813 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $110K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.4% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #51 holding.
Mid Atlantic Financial Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18.9M in Q3 2020.
1,036 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.