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Vident Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-2,100
Closed -$227K – 582
2023
Q2 		$227K Buy
+2,100
New +$227K 0.01% 1007
2022
Q3 		– Sell
-3,730
Closed -$410K – 1228
2022
Q2 		$410K Buy
3,730
+1,054
+39% +$119K 0.01% 914
2022
Q1 		$324K Buy
+2,676
New +$334K 0.01% 1054

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
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
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
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vident Investment Advisory's LQD Position: Q3 2023 in Review

Vident Investment Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 2,100 shares — an estimated $227K sold.

Vident Investment Advisory first reported a position in LQD in Q1 2022 and held it in 3 quarters. The position peaked at $410K in Q2 2022. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Vident Investment Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 2,100 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $227K.
  • Vident Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Vident Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $410K in Q2 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.