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

Tortoise Investment 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
2013
Q4 		– Sell
-4,600
Closed -$1K – 364
2013
Q3 		$1K Buy
4,600
+3,600
+360% +$407K ﹤0.01% 335
2013
Q2 		$1K Buy
+1,000
New +$119K ﹤0.01% 360

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
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

Tortoise Investment Management's LQD Position: Q1 2023 in Review

Tortoise Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 150 shares — an estimated $15.8K sold.

Tortoise Investment Management first reported a position in LQD in Q2 2013 and held it in 35 quarters. The position peaked at $1.99M in Q1 2017. 1,010 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Tortoise Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $15.8K.
  • Tortoise Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 35 quarters.
  • Tortoise Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.99M in Q1 2017.
  • 1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Tortoise Investment Management's 13F filing for Q1 2023, filed 9 May 2023.