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

Zullo Investment 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
2023
Q1 		– Sell
-839
Closed -$88.5K – 464
2022
Q4 		$88.5K Sell
839
-95
-10% -$9.94K 0.05% 211
2022
Q3 		$96K Sell
934
-262
-22% -$28.9K 0.06% 205
2022
Q2 		$132K Sell
1,196
-378
-24% -$42.7K 0.08% 179
2022
Q1 		$190K Sell
1,574
-410
-21% -$51.1K 0.1% 160
2021
Q4 		$263K Buy
+1,984
New +$264K 0.14% 133

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 $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
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

Zullo Investment Group's LQD Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 839 shares — an estimated $88.5K sold.

Zullo Investment Group first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $263K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 839 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $88.5K.
  • Zullo Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $263K 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 Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.