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

Monument 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
2023 Q1	–	Sell	-67,452	Closed	-$7.11M	–	163
2022 Q4	$7.11M	Buy	67,452 +45,525	+208%	+$4.77M	2.43%	7
2022 Q3	$2.25M	Buy	21,927 +9,545	+77%	+$1.05M	0.84%	31
2022 Q2	$1.36M	Buy	+12,382	New	+$1.4M	0.51%	59
2022 Q1	–	Sell	-18,544	Closed	-$2.46M	–	144
2021 Q4	$2.46M	Buy	18,544 +8,586	+86%	+$1.14M	0.76%	41
2021 Q3	$1.32M	Buy	9,958 +2,949	+42%	+$399K	0.45%	67
2021 Q2	$942K	Buy	+7,009	New	+$924K	0.33%	73

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Monument Capital Management's LQD Position: Q1 2023 in Review

Monument Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 67,452 shares — an estimated $7.11M sold.

Monument Capital Management first reported a position in LQD in Q2 2021 and held it in 6 quarters. The position peaked at $7.11M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Monument Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Monument Capital Management sold 67,452 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $7.11M.
Monument Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Monument Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.11M in Q4 2022.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Monument Capital Management's 13F filing for Q1 2023, filed 21 Apr 2023.