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

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-24,556
Closed -$2.52M – 442
2022
Q3 		$2.52M Sell
24,556
-5,135
-17% -$566K 0.61% 32
2022
Q2 		$3.27M Sell
29,691
-2,727
-8% -$308K 0.66% 29
2022
Q1 		$3.92M Sell
32,418
-5,856
-15% -$730K 0.7% 23
2021
Q4 		$5.07M Buy
38,274
+1,074
+3% +$143K 0.84% 21
2021
Q3 		$4.95M Sell
37,200
-4,354
-10% -$588K 0.88% 17
2021
Q2 		$5.58M Buy
41,554
+39,682
+2,120% +$5.23M 1.02% 15
2021
Q1 		$243K Sell
1,872
-7
-0.4% -$931 0.06% 341
2020
Q4 		$260K Sell
1,879
-418
-18% -$56.9K 0.07% 287
2020
Q3 		$309K Buy
2,297
+33
+1% +$4.5K 0.1% 197
2020
Q2 		$305K Buy
2,264
+1,900
+522% +$247K 0.12% 175
2020
Q1 		$45K Sell
364
-678
-65% -$86.4K 0.02% 481
2019
Q4 		$133K Sell
1,042
-441
-30% -$56.2K 0.05% 293
2019
Q3 		$189K Buy
1,483
+985
+198% +$124K 0.09% 211
2019
Q2 		$64K Buy
498
+1
+0.2% +$120 0.03% 401
2019
Q1 		$59K Buy
497
+89
+22% +$10.3K 0.03% 358
2018
Q4 		$46K Sell
408
-87
-18% -$9.78K 0.03% 337
2018
Q3 		$57K Buy
495
+340
+219% +$39.2K 0.03% 284
2018
Q2 		$18K Sell
155
-2,795
-95% -$322K 0.02% 309
2018
Q1 		$345K Buy
2,950
+941
+47% +$111K 0.26% 85
2017
Q4 		$243K Buy
2,009
+642
+47% +$77.7K 0.18% 109
2017
Q3 		$166K Buy
1,367
+430
+46% +$52K 0.15% 122
2017
Q2 		$112K Buy
937
+421
+82% +$50.3K 0.12% 146
2017
Q1 		$61K Sell
516
-294
-36% -$34.5K 0.06% 201
2016
Q4 		$95K Buy
+810
New +$96.3K 0.13% 146

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LQD Position: Q4 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 24,556 shares — an estimated $2.52M sold.

Patriot Financial Group Insurance Agency first reported a position in LQD in Q4 2016 and held it in 24 quarters. The position peaked at $5.58M in Q2 2021. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 24,556 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $2.52M.
  • Patriot Financial Group Insurance Agency first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.58M in Q2 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2022, filed 17 Jan 2023.