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

Seizert Capital Partners’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
2023 Q2	–	Sell	-7,140	Closed	-$783K	–	187
2023 Q1	$783K	Hold	7,140	–	–	0.04%	125
2022 Q4	$753K	Sell	7,140 -59	-0.8%	-$6.18K	0.04%	136
2022 Q3	$738K	Hold	7,199	–	–	0.04%	129
2022 Q2	$792K	Hold	7,199	–	–	0.04%	148
2022 Q1	$871K	Hold	7,199	–	–	0.04%	147
2021 Q4	$954K	Hold	7,199	–	–	0.04%	144
2021 Q3	$958K	Hold	7,199	–	–	0.04%	131
2021 Q2	$967K	Hold	7,199	–	–	0.05%	131
2021 Q1	$936K	Hold	7,199	–	–	0.05%	130
2020 Q4	$994K	Hold	7,199	–	–	0.06%	128
2020 Q3	$970K	Hold	7,199	–	–	0.06%	117
2020 Q2	$968K	Hold	7,199	–	–	0.07%	114
2020 Q1	$889K	Sell	7,199 -1,697	-19%	-$216K	0.07%	113
2019 Q4	$1.14M	Sell	8,896 -2,070	-19%	-$264K	0.06%	127
2019 Q3	$1.4M	Hold	10,966	–	–	0.07%	107
2019 Q2	$1.36M	Hold	10,966	–	–	0.07%	111
2019 Q1	$1.31M	Hold	10,966	–	–	0.06%	122
2018 Q4	$1.24M	Buy	10,966 +557	+5%	+$62.6K	0.06%	122
2018 Q3	$1.2M	Hold	10,409	–	–	0.04%	135
2018 Q2	$1.22M	Hold	10,409	–	–	0.04%	133
2018 Q1	$1.22M	Buy	+10,409	New	+$1.23M	0.04%	133
2017 Q3	–	Sell	-7,822	Closed	-$943K	–	189
2017 Q2	$943K	Buy	7,822 +761	+11%	+$91K	0.03%	135
2017 Q1	$833K	Buy	+7,061	New	+$829K	0.03%	143

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Seizert Capital Partners's LQD Position: Q2 2023 in Review

Seizert Capital Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 7,140 shares — an estimated $783K sold.

Seizert Capital Partners first reported a position in LQD in Q1 2017 and held it in 23 quarters. The position peaked at $1.4M in Q3 2019. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

Seizert Capital Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Seizert Capital Partners sold 7,140 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $783K.
Seizert Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and held it in 23 quarters.
Seizert Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.4M in Q3 2019.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Seizert Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.