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

Tatro Capital’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 Q1	$1.46M	Buy	12,091 +5,934	+96%	+$740K	1.09%	20
2021 Q4	$816K	Buy	6,157 +1	+0%	+$133	0.59%	32
2021 Q3	$819K	Sell	6,156 -463	-7%	-$62.6K	0.64%	30
2021 Q2	$889K	Buy	6,619 +985	+17%	+$130K	0.61%	29
2021 Q1	$733K	Buy	5,634 +2,463	+78%	+$328K	0.57%	33
2020 Q4	$438K	Buy	3,171 +36	+1%	+$4.9K	0.41%	41
2020 Q3	$422K	Buy	3,135 +18	+0.6%	+$2.45K	0.48%	31
2020 Q2	$419K	Buy	3,117 +406	+15%	+$52.8K	0.6%	29
2020 Q1	$335K	Buy	+2,711	New	+$345K	0.6%	26

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Tatro Capital's LQD Position: Q1 2022 in Review

Tatro Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 96% in Q1 2022, buying an estimated $740K and bringing the position to 12,091 shares worth $1.46M. The position accounts for 1.09% of the portfolio, ranked #20.

Tatro Capital first reported a position in LQD in Q1 2020 and has held it in 9 quarters since. 1,080 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Tatro Capital held 12,091 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.46M as of Q1 2022.
Tatro Capital bought 5,934 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $740K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.09% of Tatro Capital's portfolio in Q1 2022, its #20 holding.
Tatro Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 9 quarters since.
1,080 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.