RT
LQD icon

Robert Torray’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Robert Torray’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
-3,295
Closed -$437K – 104
2021
Q4 		$437K Buy
+3,295
New +$438K 0.06% 104

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Robert Torray's LQD Position: Q1 2022 in Review

Robert Torray sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,295 shares — an estimated $437K sold.

Robert Torray first reported a position in LQD in Q4 2021 and held it in 1 quarter. The position peaked at $437K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Robert Torray reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Robert Torray sold 3,295 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $437K.
  • Robert Torray first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Robert Torray's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $437K in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Torray Investment Partners's 13F filing for Q1 2022, filed 3 May 2022.