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Red Tortoise LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Red Tortoise LLC’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
2023
Q1 		– Sell
-435
Closed -$45.9K – 588
2022
Q4 		$45.9K Buy
+435
New +$45.5K 0.03% 125
2021
Q4 		– Sell
-435
Closed -$45K – 324
2021
Q3 		$45K Buy
+435
New +$58.8K 0.04% 110

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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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Red Tortoise LLC's LQD Position: Q1 2023 in Review

Red Tortoise LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 435 shares — an estimated $45.9K sold.

Red Tortoise LLC first reported a position in LQD in Q3 2021 and held it in 2 quarters. The position peaked at $45.9K in Q4 2022. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Red Tortoise LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 435 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $45.9K.
  • Red Tortoise LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Red Tortoise LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $45.9K in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.