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Roble Belko & Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Roble Belko & Company’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
-220
Closed -$29K – 356
2021
Q3 		$29K Buy
+220
New +$29.7K 0.01% 175

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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

Roble Belko & Company's LQD Position: Q4 2021 in Review

Roble Belko & Company sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2021, closing a stake of 220 shares — an estimated $29K sold.

Roble Belko & Company first reported a position in LQD in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 1,131 funds tracked by Wall St. Rank hold LQD as of Q4 2021.

  • Roble Belko & Company reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Roble Belko & Company sold 220 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $29K.
  • Roble Belko & Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Roble Belko & Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $29K in Q3 2021.
  • 1,131 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Roble Belko & Company's 13F filing for Q4 2021, filed 7 Feb 2022.