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

Wall Capital Group’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 Q1	–	Sell	-2,384	Closed	-$316K	–	27
2021 Q4	$316K	Buy	2,384 +18	+0.8%	+$2.39K	0.11%	22
2021 Q3	$315K	Buy	2,366 +13	+0.6%	+$1.76K	0.11%	22
2021 Q2	$316K	Buy	2,353 +13	+0.6%	+$1.71K	0.11%	23
2021 Q1	$304K	Buy	+2,340	New	+$311K	0.11%	21
2020 Q2	–	Sell	-2,279	Closed	-$281K	–	24
2020 Q1	$281K	Buy	2,279 +12	+0.5%	+$1.53K	0.15%	22
2019 Q4	$290K	Hold	2,267	–	–	0.13%	22
2019 Q3	$289K	Hold	2,267	–	–	0.14%	20
2019 Q2	$282K	Hold	2,267	–	–	0.14%	20
2019 Q1	$270K	Hold	2,267	–	–	0.14%	21
2018 Q4	$256K	Hold	2,267	–	–	0.15%	23
2018 Q3	$261K	Hold	2,267	–	–	0.13%	24
2018 Q2	$260K	Sell	2,267 -590	-21%	-$67.9K	0.14%	34
2018 Q1	$335K	Sell	2,857 -9,503	-77%	-$1.12M	0.19%	32
2017 Q4	$1.5M	Buy	12,360 +2,284	+23%	+$276K	0.95%	16
2017 Q3	$1.22M	Buy	10,076 +7,809	+344%	+$944K	0.79%	17
2017 Q2	$273K	Buy	+2,267	New	+$271K	0.19%	28

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 $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wall Capital Group's LQD Position: Q1 2022 in Review

Wall Capital Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 2,384 shares — an estimated $316K sold.

Wall Capital Group first reported a position in LQD in Q2 2017 and held it in 16 quarters. The position peaked at $1.5M in Q4 2017. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Wall Capital Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Wall Capital Group sold 2,384 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $316K.
Wall Capital Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and held it in 16 quarters.
Wall Capital Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.5M in Q4 2017.
1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Wall Capital Group's 13F filing for Q1 2022, filed 28 Apr 2022.