Private Ocean’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Private Ocean’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	-722	Closed	-$87K	–	576
2022 Q1	$87K	Buy	+722	New	+$90.1K	0.01%	183
2021 Q1	–	Sell	-77	Closed	-$11K	–	595
2020 Q4	$11K	Buy	+77	New	+$10.5K	﹤0.01%	374
2020 Q2	–	Sell	-50	Closed	-$6K	–	540
2020 Q1	$6K	Buy	50 +47	+1,567%	+$5.99K	﹤0.01%	427
2019 Q4	$1K	Sell	3 -65	-96%	-$8.28K	﹤0.01%	464
2019 Q3	$9K	Buy	68 +65	+2,167%	+$8.19K	﹤0.01%	423
2019 Q2	$0	Buy	+3	New	+$360	﹤0.01%	489

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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 $166B AUM 43.98% 1-Year Est. Return

Private Ocean's LQD Position: Q2 2022 in Review

Private Ocean sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 722 shares — an estimated $87K sold.

Private Ocean first reported a position in LQD in Q2 2019 and held it in 6 quarters. The position peaked at $87K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Private Ocean reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Ocean sold 722 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $87K.
Private Ocean first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Private Ocean's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $87K in Q1 2022.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Private Ocean's 13F filing for Q2 2022, filed 25 Jul 2022.