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

Strategic Equity 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 Q2	–	Sell	-100,631	Closed	-$12.2M	–	47
2022 Q1	$12.2M	Sell	100,631 -20,849	-17%	-$2.6M	4.38%	6
2021 Q4	$16.1M	Buy	121,480 +46,774	+63%	+$6.22M	5.04%	6
2021 Q3	$9.94M	Buy	74,706 +11,969	+19%	+$1.62M	3.33%	11
2021 Q2	$8.43M	Buy	62,737 +24,549	+64%	+$3.24M	2.89%	14
2021 Q1	$4.97M	Buy	38,188 +20,077	+111%	+$2.67M	2.1%	16
2020 Q4	$2.5M	Buy	+18,111	New	+$2.47M	1.12%	18

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AIMU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Strategic Equity Management's LQD Position: Q2 2022 in Review

Strategic Equity Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 100,631 shares — an estimated $12.2M sold.

Strategic Equity Management first reported a position in LQD in Q4 2020 and held it in 6 quarters. The position peaked at $16.1M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Strategic Equity Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Strategic Equity Management sold 100,631 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $12.2M.
Strategic Equity Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Strategic Equity Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16.1M in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Strategic Equity Management's 13F filing for Q2 2022, filed 26 Jul 2022.