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

Nottingham 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
2023
Q1 		– Sell
-2,370
Closed -$250K – 150
2022
Q4 		$250K Buy
+2,370
New +$248K 0.03% 126
2018
Q1 		– Sell
-10,550
Closed -$1.28M – 96
2017
Q4 		$1.28M Hold
10,550
– – 0.17% 43
2017
Q3 		$1.28M Sell
10,550
-35
-0.3% -$4.23K 0.18% 47
2017
Q2 		$1.28M Buy
+10,585
New +$1.27M 0.19% 48
2016
Q4 		– Sell
-1,822
Closed -$224K – 116
2016
Q3 		$224K Hold
1,822
– – 0.04% 101
2016
Q2 		$224K Buy
+1,822
New +$219K 0.04% 79
2015
Q3 		– Sell
-2,032
Closed -$235K – 94
2015
Q2 		$235K Sell
2,032
-375
-16% -$44.4K 0.04% 90
2015
Q1 		$293K Buy
2,407
+1
+0% +$121 0.05% 80
2014
Q4 		$289K Buy
+2,406
New +$287K 0.07% 73

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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