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R.H. Bluestein & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

R.H. Bluestein & Co’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
-3,175
Closed -$384K – 383
2022
Q1 		$384K Buy
+3,175
New +$396K 0.02% 244

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
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
Financial Engines Advisors
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

R.H. Bluestein & Co's LQD Position: Q2 2022 in Review

R.H. Bluestein & Co sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 3,175 shares — an estimated $384K sold.

R.H. Bluestein & Co first reported a position in LQD in Q1 2022 and held it in 1 quarter. The position peaked at $384K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • R.H. Bluestein & Co reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • R.H. Bluestein & Co sold 3,175 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $384K.
  • R.H. Bluestein & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • R.H. Bluestein & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $384K in Q1 2022.
  • 1,006 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on R.H. Bluestein & Co's 13F filing for Q2 2022, filed 11 Aug 2022.