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People's United Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

People's United Financial’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
Q1 		$66M Sell
545,318
-243,127
-31% -$30.3M 1.88% 5
2021
Q4 		$104M Sell
788,445
-126,101
-14% -$16.8M 2.51% 4
2021
Q3 		$122M Buy
914,546
+19,548
+2% +$2.64M 2.71% 4
2021
Q2 		$120M Sell
894,998
-62,647
-7% -$8.26M 2.69% 4
2021
Q1 		$125M Buy
957,645
+322,238
+51% +$42.9M 2.97% 3
2020
Q4 		$87.8M Buy
635,407
+351,933
+124% +$47.9M 2.18% 7
2020
Q3 		$38.2M Buy
283,474
+6,930
+3% +$945K 1.06% 22
2020
Q2 		$37.2M Buy
276,544
+11,384
+4% +$1.48M 1.08% 21
2020
Q1 		$32.8M Buy
265,160
+20,510
+8% +$2.61M 1.13% 22
2019
Q4 		$31.3M Buy
244,650
+151,208
+162% +$19.3M 0.86% 30
2019
Q3 		$11.9M Buy
93,442
+19,232
+26% +$2.42M 0.34% 76
2019
Q2 		$9.23M Buy
74,210
+66,618
+877% +$8M 0.25% 93
2019
Q1 		$904K Buy
7,592
+5,569
+275% +$645K 0.03% 409
2018
Q4 		$228K Buy
+2,023
New +$227K 0.01% 663
2018
Q3 		– Sell
-1,314
Closed -$12.4M – 792
2018
Q2 		$12.4M Buy
+1,314
New +$151K 0.32% 98
2017
Q3 		– Sell
-1,260
Closed -$152K – 757
2017
Q2 		$152K Hold
1,260
– – 0.01% 630
2017
Q1 		$149K Buy
1,260
+335
+36% +$39.3K 0.01% 619
2016
Q4 		$108K Hold
925
– – ﹤0.01% 620
2016
Q3 		$114K Sell
925
-100
-10% -$12.3K 0.01% 467
2016
Q2 		$126K Sell
1,025
-20
-2% -$2.4K 0.01% 457
2016
Q1 		$124K Hold
1,045
– – 0.01% 467
2015
Q4 		$119K Buy
1,045
+72
+7% +$8.32K 0.01% 482
2015
Q3 		$113K Buy
973
+3
+0.3% +$347 0.01% 477
2015
Q2 		$112K Hold
970
– – 0.01% 486
2015
Q1 		$118K Hold
970
– – 0.01% 472
2014
Q4 		$116K Sell
970
-150
-13% -$17.9K 0.01% 478
2014
Q3 		$132K Sell
1,120
-15
-1% -$1.78K 0.01% 468
2014
Q2 		$135K Sell
1,135
-150
-12% -$17.7K 0.01% 469
2014
Q1 		$150K Sell
1,285
-321
-20% -$37.2K 0.01% 428
2013
Q4 		$183K Sell
1,606
-200
-11% -$22.8K 0.01% 408
2013
Q3 		$205K Sell
1,806
-267
-13% -$30.2K 0.01% 395
2013
Q2 		$236K Buy
+2,073
New +$247K 0.02% 366

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

People's United Financial's LQD Position: Q1 2022 in Review

People's United Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 31% in Q1 2022, selling an estimated $30.3M and leaving 545,318 shares worth $66M. The position accounts for 1.88% of the portfolio, ranked #5.

People's United Financial first reported a position in LQD in Q2 2013 and has held it in 32 quarters since. The position peaked at $125M in Q1 2021. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • People's United Financial held 545,318 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $66M as of Q1 2022.
  • People's United Financial sold 243,127 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $30.3M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.88% of People's United Financial's portfolio in Q1 2022, its #5 holding.
  • People's United Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 32 quarters since.
  • People's United Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $125M in Q1 2021.
  • 1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.