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Monumental Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-315
Closed -$38K – 53
2022
Q1 		$38K Buy
+315
New +$39.3K 0.03% 34

Other funds holding LQD

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Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Monumental Financial Group's LQD Position: Q2 2022 in Review

Monumental Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 315 shares — an estimated $38K sold.

Monumental Financial Group first reported a position in LQD in Q1 2022 and held it in 1 quarter. The position peaked at $38K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Monumental Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Monumental Financial Group sold 315 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $38K.
  • Monumental Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Monumental Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.