Tectonic Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tectonic Advisors’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 Q1	–	Sell	-400	Closed	-$42.2K	–	255
2022 Q4	$42.2K	Buy	+400	New	+$41.9K	0.01%	251
2022 Q2	–	Sell	-350	Closed	-$42K	–	219
2022 Q1	$42K	Hold	350	–	–	0.01%	205
2021 Q4	$46K	Hold	350	–	–	0.01%	201
2021 Q3	$47K	Buy	+350	New	+$47.3K	0.01%	198
2021 Q2	–	Sell	-2	Closed	–	–	211
2021 Q1	$0	Sell	2 -2,537	-100%	-$338K	﹤0.01%	203
2020 Q4	$350K	Buy	+2,539	New	+$346K	0.1%	118

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JSTA

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

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

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

AIMU

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Tectonic Advisors's LQD Position: Q1 2023 in Review

Tectonic Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 400 shares — an estimated $42.2K sold.

Tectonic Advisors first reported a position in LQD in Q4 2020 and held it in 6 quarters. The position peaked at $350K in Q4 2020. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Tectonic Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Tectonic Advisors sold 400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $42.2K.
Tectonic Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Tectonic Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $350K in Q4 2020.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.