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Sadoff Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sadoff Investment Management’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
Q3 		$274K Sell
2,671
-562
-17% -$61.9K 0.02% 73
2022
Q2 		$356K Hold
3,233
– – 0.03% 69
2022
Q1 		$391K Hold
3,233
– – 0.02% 69
2021
Q4 		$428K Hold
3,233
– – 0.03% 72
2021
Q3 		$430K Buy
3,233
+33
+1% +$4.46K 0.03% 69
2021
Q2 		$430K Hold
3,200
– – 0.03% 69
2021
Q1 		$416K Sell
3,200
-150
-4% -$20K 0.03% 69
2020
Q4 		$463K Sell
3,350
-164
-5% -$22.3K 0.04% 64
2020
Q3 		$473K Hold
3,514
– – 0.04% 66
2020
Q2 		$473K Hold
3,514
– – 0.04% 63
2020
Q1 		$434K Hold
3,514
– – 0.05% 58
2019
Q4 		$450K Buy
3,514
+814
+30% +$104K 0.04% 65
2019
Q3 		$344K Hold
2,700
– – 0.03% 67
2019
Q2 		$336K Hold
2,700
– – 0.03% 67
2019
Q1 		$321K Buy
2,700
+68
+3% +$7.88K 0.03% 68
2018
Q4 		$297K Buy
2,632
+100
+4% +$11.2K 0.03% 72
2018
Q3 		$291K Hold
2,532
– – 0.03% 73
2018
Q2 		$290K Hold
2,532
– – 0.03% 74
2018
Q1 		$297K Sell
2,532
-517
-17% -$61.1K 0.03% 73
2017
Q4 		$371K Hold
3,049
– – 0.03% 65
2017
Q3 		$370K Buy
+3,049
New +$368K 0.03% 62

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Sadoff Investment Management's LQD Position: Q3 2022 in Review

Sadoff Investment Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 17% in Q3 2022, selling an estimated $61.9K and leaving 2,671 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #73.

Sadoff Investment Management first reported a position in LQD in Q3 2017 and has held it in 21 quarters since. The position peaked at $473K in Q3 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Sadoff Investment Management held 2,671 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $274K as of Q3 2022.
  • Sadoff Investment Management sold 562 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $61.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Sadoff Investment Management's portfolio in Q3 2022, its #73 holding.
  • Sadoff Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 21 quarters since.
  • Sadoff Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $473K in Q3 2020.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.