Patton Albertson Miller Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Patton Albertson Miller Group’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	-2,369	Closed	-$287K	–	239
2022 Q1	$287K	Sell	2,369 -2,997	-56%	-$374K	0.05%	206
2021 Q4	$711K	Sell	5,366 -1,531	-22%	-$203K	0.12%	153
2021 Q3	$918K	Sell	6,897 -7,150	-51%	-$966K	0.18%	138
2021 Q2	$1.89M	Sell	14,047 -4,172	-23%	-$550K	0.43%	76
2021 Q1	$2.37M	Sell	18,219 -4,770	-21%	-$635K	0.57%	65
2020 Q4	$3.07M	Sell	22,989 -3,852	-14%	-$525K	0.73%	41
2020 Q3	$3.62M	Buy	26,841 +8,451	+46%	+$1.15M	1.02%	20
2020 Q2	$2.47M	Buy	+18,390	New	+$2.39M	0.72%	42

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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 $210B AUM 57.28% 1-Year Est. Return

Patton Albertson Miller Group's LQD Position: Q2 2022 in Review

Patton Albertson Miller Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,369 shares — an estimated $287K sold.

Patton Albertson Miller Group first reported a position in LQD in Q2 2020 and held it in 8 quarters. The position peaked at $3.62M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Patton Albertson Miller Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 2,369 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $287K.
Patton Albertson Miller Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 8 quarters.
Patton Albertson Miller Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.62M in Q3 2020.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Patton Albertson Miller Group's 13F filing for Q2 2022, filed 22 Jul 2022.