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Tarbox Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tarbox Family Office’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
-2,391
Closed -$289K – 612
2022
Q1 		$289K Buy
2,391
+10
+0.4% +$1.25K 0.06% 77
2021
Q4 		$316K Buy
2,381
+18
+0.8% +$2.39K 0.05% 103
2021
Q3 		$314K Buy
2,363
+4
+0.2% +$541 0.06% 110
2021
Q2 		$317K Hold
2,359
– – 0.06% 117
2021
Q1 		$307K Hold
2,359
– – 0.06% 103
2020
Q4 		$326K Hold
2,359
– – 0.07% 93
2020
Q3 		$318K Hold
2,359
– – 0.08% 85
2020
Q2 		$317K Buy
2,359
+403
+21% +$52.4K 0.08% 85
2020
Q1 		$242K Buy
+1,956
New +$249K 0.08% 92
2018
Q4 		– Sell
-3,680
Closed -$423K – 628
2018
Q3 		$423K Hold
3,680
– – 0.15% 47
2018
Q2 		$422K Hold
3,680
– – 0.16% 47
2018
Q1 		$432K Sell
3,680
-223
-6% -$26.3K 0.17% 45
2017
Q4 		$474K Buy
3,903
+223
+6% +$27K 0.19% 41
2017
Q3 		$446K Hold
3,680
– – 0.2% 40
2017
Q2 		$443K Buy
+3,680
New +$440K 0.22% 36
2016
Q3 		– Sell
-137
Closed -$17K – 565
2016
Q2 		$17K Sell
137
-269
-66% -$32.3K 0.01% 184
2016
Q1 		$48K Buy
406
+130
+47% +$14.9K 0.04% 112
2015
Q4 		$31K Hold
276
– – 0.03% 120
2015
Q3 		$32K Hold
276
– – 0.03% 115
2015
Q2 		$32K Buy
276
+139
+101% +$16.5K 0.03% 122
2015
Q1 		$17K Buy
+137
New +$16.6K 0.01% 174

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tarbox Family Office's LQD Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,391 shares — an estimated $289K sold.

Tarbox Family Office first reported a position in LQD in Q1 2015 and held it in 21 quarters. The position peaked at $474K in Q4 2017. 1,006 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Tarbox Family Office reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 2,391 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $289K.
  • Tarbox Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 21 quarters.
  • Tarbox Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $474K in Q4 2017.
  • 1,006 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.