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Reilly Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Reilly Financial 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 		$12.7M Buy
95,751
+25,896
+37% +$3.44M 0.94% 50
2021
Q3 		$9.29M Buy
69,855
+593
+0.9% +$80.1K 0.79% 50
2021
Q2 		$9.31M Buy
69,262
+36,215
+110% +$4.77M 0.75% 54
2021
Q1 		$4.3M Buy
33,047
+3,798
+13% +$505K 0.38% 58
2020
Q4 		$4.04M Buy
29,249
+7,614
+35% +$1.04M 0.38% 58
2020
Q3 		$2.91M Buy
+21,635
New +$2.95M 0.31% 63
2018
Q2 		– Sell
-38
Closed -$4K – 1013
2018
Q1 		$4K Sell
38
-161
-81% -$19K ﹤0.01% 810
2017
Q4 		$24K Buy
199
+134
+206% +$16.2K ﹤0.01% 462
2017
Q3 		$8K Sell
65
-64
-50% -$7.73K ﹤0.01% 675
2017
Q2 		$16K Buy
129
+91
+239% +$10.9K ﹤0.01% 552
2017
Q1 		$4K Sell
38
-128
-77% -$15K ﹤0.01% 788
2016
Q4 		$19K Sell
166
-150
-47% -$17.8K ﹤0.01% 458
2016
Q3 		$39K Hold
316
– – 0.01% 301
2016
Q2 		$39K Hold
316
– – 0.01% 284
2016
Q1 		$38K Hold
316
– – 0.01% 430
2015
Q4 		$36K Sell
316
-284
-47% -$32.8K 0.01% 449
2015
Q3 		$70K Buy
+600
New +$69.4K 0.01% 323
2013
Q3 		– Sell
-1,378
Closed -$157K – 772
2013
Q2 		$157K Buy
+1,378
New +$164K 0.05% 112

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
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

Reilly Financial Advisors's LQD Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 37% in Q4 2021, buying an estimated $3.44M and bringing the position to 95,751 shares worth $12.7M. The position accounts for 0.94% of the portfolio, ranked #50.

Reilly Financial Advisors first reported a position in LQD in Q2 2013 and has held it in 18 quarters since. 1,132 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Reilly Financial Advisors held 95,751 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.7M as of Q4 2021.
  • Reilly Financial Advisors bought 25,896 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $3.44M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.94% of Reilly Financial Advisors's portfolio in Q4 2021, its #50 holding.
  • Reilly Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 18 quarters since.
  • 1,132 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.