Ranch Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-320	Closed	-$43K	–	375
2021 Q3	$43K	Sell	320 -300	-48%	-$40.5K	0.03%	279
2021 Q2	$83K	Hold	620	–	–	0.05%	241
2021 Q1	$80K	Hold	620	–	–	0.05%	236
2020 Q4	$85K	Sell	620 -355	-36%	-$48.3K	0.06%	227
2020 Q3	$131K	Hold	975	–	–	0.11%	173
2020 Q2	$135K	Hold	975	–	–	0.11%	173
2020 Q1	$120K	Sell	975 -651	-40%	-$83K	0.12%	169
2019 Q4	$208K	Hold	1,626	–	–	0.17%	133
2019 Q3	$207K	Buy	+1,626	New	+$205K	0.22%	133

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

MYLI

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

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Ranch Capital Advisors's LQD Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 320 shares — an estimated $43K sold.

Ranch Capital Advisors first reported a position in LQD in Q3 2019 and held it in 9 quarters. The position peaked at $208K in Q4 2019. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 320 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $43K.
Ranch Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $208K in Q4 2019.
1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.