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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Nottingham Advisors's LQD Position: Q1 2023 in Review

Nottingham Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 2,370 shares — an estimated $250K sold.

Nottingham Advisors first reported a position in LQD in Q4 2014 and held it in 9 quarters. The position peaked at $1.28M in Q4 2017. 1,010 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Nottingham Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Nottingham Advisors sold 2,370 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $250K.
Nottingham Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 9 quarters.
Nottingham Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.28M in Q4 2017.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Nottingham Advisors's 13F filing for Q1 2023, filed 12 May 2023.