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

Vestor 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 Q2	–	Sell	-393	Closed	-$48K	–	222
2022 Q1	$48K	Buy	393 +65	+20%	+$8.11K	﹤0.01%	213
2021 Q4	$43K	Hold	328	–	–	﹤0.01%	225
2021 Q3	$44K	Sell	328 -232	-41%	-$31.4K	﹤0.01%	223
2021 Q2	$75K	Buy	560 +232	+71%	+$30.6K	0.01%	165
2021 Q1	$43K	Hold	328	–	–	﹤0.01%	202
2020 Q4	$45K	Buy	+328	New	+$44.7K	0.01%	188

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

Vestor Capital's LQD Position: Q2 2022 in Review

Vestor Capital sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 393 shares — an estimated $48K sold.

Vestor Capital first reported a position in LQD in Q4 2020 and held it in 6 quarters. The position peaked at $75K in Q2 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Vestor Capital reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Vestor Capital sold 393 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $48K.
Vestor Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Vestor Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $75K in Q2 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Vestor Capital's 13F filing for Q2 2022, filed 10 Aug 2022.