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New York Life Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

New York Life Investment 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
Q2 		– Sell
-8,895
Closed -$975K – 1332
2023
Q1 		$975K Sell
8,895
-42,438
-83% -$4.6M 0.01% 609
2022
Q4 		$5.41M Buy
51,333
+5,864
+13% +$614K 0.06% 312
2022
Q3 		$4.66M Sell
45,469
-58,180
-56% -$6.41M 0.06% 328
2022
Q2 		$11.4M Buy
+103,649
New +$11.7M 0.13% 160
2018
Q1 		– Sell
-261,100
Closed -$31.7M – 33
2017
Q4 		$31.7M Sell
261,100
-242,815
-48% -$29.4M 2.2% 10
2017
Q3 		$61.1M Buy
503,915
+250,215
+99% +$30.2M 4.94% 6
2017
Q2 		$30.6M Buy
253,700
+4,200
+2% +$502K 2.81% 11
2017
Q1 		$29.4M Buy
249,500
+3,100
+1% +$364K 3.67% 9
2016
Q4 		$28.9M Sell
246,400
-900
-0.4% -$107K 3.34% 10
2016
Q3 		$30.5M Sell
247,300
-32,655
-12% -$4.02M 3.34% 10
2016
Q2 		$34.4M Buy
279,955
+5,900
+2% +$708K 3.83% 8
2016
Q1 		$32.6M Buy
274,055
+3,000
+1% +$345K 4.88% 6
2015
Q4 		$30.9M Buy
271,055
+2,900
+1% +$335K 4.6% 5
2015
Q3 		$31.1M Buy
268,155
+11,500
+4% +$1.33M 2.91% 7
2015
Q2 		$29.7M Buy
256,655
+34,400
+15% +$4.08M 3.37% 8
2015
Q1 		$27.1M Buy
222,255
+17,600
+9% +$2.13M 3.04% 11
2014
Q4 		$24.4M Buy
204,655
+176,200
+619% +$21M 2.92% 9
2014
Q3 		$3.36M Buy
28,455
+200
+0.7% +$23.8K 0.55% 45
2014
Q2 		$3.37M Buy
28,255
+300
+1% +$35.5K 0.57% 44
2014
Q1 		$3.27M Buy
27,955
+400
+1% +$46.4K 0.69% 42
2013
Q4 		$3.15M Sell
27,555
-15,956
-37% -$1.82M 0.79% 38
2013
Q3 		$4.94M Buy
43,511
+3,700
+9% +$419K 1.52% 27
2013
Q2 		$4.53M Buy
+39,811
New +$4.73M 1.44% 22

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

New York Life Investment Management's LQD Position: Q2 2023 in Review

New York Life Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 8,895 shares — an estimated $975K sold.

New York Life Investment Management first reported a position in LQD in Q2 2013 and held it in 23 quarters. The position peaked at $61.1M in Q3 2017. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

  • New York Life Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • New York Life Investment Management sold 8,895 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $975K.
  • New York Life Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 23 quarters.
  • New York Life Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $61.1M in Q3 2017.
  • 1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.