iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) Position Boosted by Bay Harbor Wealth Management LLC


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Bay Harbor Wealth Management LLC grew its holdings in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) by 11.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 53,559 shares of the exchange traded fund’s stock after buying an additional 5,566 shares during the period. iShares iBoxx $ Investment Grade Corporate Bond ETF accounts for 3.4% of Bay Harbor Wealth Management LLC’s portfolio, making the stock its 8th biggest position. Bay Harbor Wealth Management LLC’s holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF were worth $7,398,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of LQD. McClarren Financial Advisors Inc. bought a new stake in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF during the fourth quarter valued at approximately $72,000. Baron Financial Group LLC bought a new stake in iShares iBoxx $ Investment Grade Corporate Bond ETF in the third quarter worth $82,000. Simon Quick Advisors LLC bought a new stake in iShares iBoxx $ Investment Grade Corporate Bond ETF in the third quarter worth $104,000. Solstein Capital LLC boosted its holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF by 157.6% in the third quarter. Solstein Capital LLC now owns 845 shares of the exchange traded fund’s stock worth $114,000 after acquiring an additional 517 shares in the last quarter. Finally, Graves Light Private Wealth Management Inc. bought a new stake in iShares iBoxx $ Investment Grade Corporate Bond ETF in the fourth quarter worth $119,000. 85.32% of the stock is currently owned by hedge funds and other institutional investors.

iShares iBoxx $ Investment Grade Corporate Bond ETF stock opened at $132.10 on Tuesday. The business’s fifty day simple moving average is $135.40 and its two-hundred day simple moving average is $136.33. iShares iBoxx $ Investment Grade Corporate Bond ETF has a 12 month low of $104.95 and a 12 month high of $139.38.

iShares iBoxx $ Investment Grade Corporate Bond ETF Profile

iShares iBoxx $ Investment Grade Corporate Bond ETF (the Fund), formerly iShares iBoxx $ Investment Grade Corporate Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the Markit iBoxx USD Liquid Investment Grade Index (the Index), which is a rules-based index consisting of liquid, the United States dollar-denominated, investment-grade corporate bonds for sale in the United States.

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Institutional Ownership by Quarter for iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

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