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

RegentAtlantic Capital’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 		– Sell
-3,308
Closed -$438K – 708
2021
Q4 		$438K Buy
+3,308
New +$440K 0.01% 477
2015
Q1 		– Sell
-382
Closed -$45.6K – 671
2014
Q4 		$45.6K Buy
+382
New +$45.5K ﹤0.01% 608

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

RegentAtlantic Capital's LQD Position: Q1 2022 in Review

RegentAtlantic Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,308 shares — an estimated $438K sold.

RegentAtlantic Capital first reported a position in LQD in Q4 2014 and held it in 2 quarters. The position peaked at $438K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • RegentAtlantic Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 3,308 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $438K.
  • RegentAtlantic Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • RegentAtlantic Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $438K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on RegentAtlantic Capital's 13F filing for Q1 2022, filed 2 May 2022.