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

Trail Ridge Investment 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	-2,231	Closed	-$235K	–	124
2022 Q4	$235K	Hold	2,231	–	–	0.16%	109
2022 Q3	$233K	Sell	2,231 -719	-24%	-$79.3K	0.15%	120
2022 Q2	$325K	Sell	2,950 -1,702	-37%	-$192K	0.22%	112
2022 Q1	$563K	Sell	4,652 -1,138	-20%	-$142K	0.35%	82
2021 Q4	$767K	Buy	+5,790	New	+$770K	0.46%	60

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

Trail Ridge Investment Advisors's LQD Position: Q1 2023 in Review

Trail Ridge Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 2,231 shares — an estimated $235K sold.

Trail Ridge Investment Advisors first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $767K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Trail Ridge Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Trail Ridge Investment Advisors sold 2,231 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $235K.
Trail Ridge Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Trail Ridge Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $767K in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.