Titus Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Titus Wealth 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	$835K	Sell	7,587 -1,557	-17%	-$176K	0.42%	41
2022 Q1	$1.11M	Buy	9,144 +6	+0.1%	+$748	0.5%	33
2021 Q4	$1.21M	Sell	9,138 -61	-0.7%	-$8.11K	0.55%	35
2021 Q3	$1.23M	Buy	9,199 +107	+1%	+$14.5K	0.64%	28
2021 Q2	$1.22M	Buy	9,092 +9	+0.1%	+$1.19K	0.66%	28
2021 Q1	$1.18M	Sell	9,083 -249	-3%	-$33.1K	0.69%	27
2020 Q4	$129K	Buy	9,332 +671	+8%	+$91.4K	0.08%	138
2020 Q3	$1.17M	Buy	8,661 +75	+0.9%	+$10.2K	0.83%	23
2020 Q2	$1.16M	Buy	8,586 +612	+8%	+$79.6K	0.91%	24
2020 Q1	$985K	Buy	7,974 +3,553	+80%	+$453K	0.93%	23
2019 Q4	$566K	Sell	4,421 -1,248	-22%	-$159K	0.57%	43
2019 Q3	$723K	Buy	+5,669	New	+$714K	0.66%	34
2019 Q2	–	Sell	-3,131	Closed	-$373	–	100
2019 Q1	$373	Sell	3,131 -1,175	-27%	-$136K	0.33%	62
2018 Q4	$332	Buy	4,306 +1,356	+46%	+$152K	0.28%	60
2018 Q3	$339K	Buy	+2,950	New	+$340K	0.29%	62
2018 Q2	–	Sell	-3,156	Closed	-$370K	–	100
2018 Q1	$370K	Buy	+3,156	New	+$373K	0.36%	46

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

Titus Wealth Management's LQD Position: Q2 2022 in Review

Titus Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 17% in Q2 2022, selling an estimated $176K and leaving 7,587 shares worth $835K. The position accounts for 0.42% of the portfolio, ranked #41.

Titus Wealth Management first reported a position in LQD in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.23M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Titus Wealth Management held 7,587 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $835K as of Q2 2022.
Titus Wealth Management sold 1,557 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $176K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.42% of Titus Wealth Management's portfolio in Q2 2022, its #41 holding.
Titus Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 16 quarters since.
Titus Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.23M in Q3 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.