Naples Global Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Naples Global Advisors’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	-2,099	Closed	-$254K	–	383
2022 Q1	$254K	Sell	2,099 -1,776	-46%	-$222K	0.03%	360
2021 Q4	$514K	Buy	3,875 +1,887	+95%	+$251K	0.06%	279
2021 Q3	$264K	Hold	1,988	–	–	0.03%	347
2021 Q2	$267K	Hold	1,988	–	–	0.04%	342
2021 Q1	$259K	Sell	1,988 -20	-1%	-$2.66K	0.04%	332
2020 Q4	$277K	Hold	2,008	–	–	0.05%	310
2020 Q3	$270K	Buy	2,008 +114	+6%	+$15.5K	0.05%	298
2020 Q2	$255K	Sell	1,894 -50	-3%	-$6.5K	0.05%	299
2020 Q1	$240K	Sell	1,944 -110	-5%	-$14K	0.06%	276
2019 Q4	$263K	Buy	+2,054	New	+$262K	0.06%	284

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Naples Global Advisors's LQD Position: Q2 2022 in Review

Naples Global Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,099 shares — an estimated $254K sold.

Naples Global Advisors first reported a position in LQD in Q4 2019 and held it in 10 quarters. The position peaked at $514K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Naples Global Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Naples Global Advisors sold 2,099 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $254K.
Naples Global Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Naples Global Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $514K in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Naples Global Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.