iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) is Regal Investment Advisors LLC’s 3rd Largest Position

Regal Investment Advisors LLC boosted its stake in iShares IBoxx $ Invest Grade Corp Bd Fd (NYSE:LQD) by 13.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 74,598 shares of the exchange traded fund’s stock after acquiring an additional 8,794 shares during the quarter. iShares IBoxx $ Invest Grade Corp Bd Fd comprises about 2.2% of Regal Investment Advisors LLC’s holdings, making the stock its 3rd largest holding. Regal Investment Advisors LLC’s holdings in iShares IBoxx $ Invest Grade Corp Bd Fd were worth $8,990,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Patriot Financial Group Insurance Agency LLC boosted its holdings in iShares IBoxx $ Invest Grade Corp Bd Fd by 81.6% in the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 937 shares of the exchange traded fund’s stock worth $112,000 after acquiring an additional 421 shares during the period. Forward Management LLC purchased a new position in iShares IBoxx $ Invest Grade Corp Bd Fd in the 2nd quarter worth approximately $137,000. Portfolio Strategies Inc purchased a new position in iShares IBoxx $ Invest Grade Corp Bd Fd in the 2nd quarter worth approximately $184,000. Oppenheimer Asset Management Inc. boosted its holdings in iShares IBoxx $ Invest Grade Corp Bd Fd by 2.2% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 1,562 shares of the exchange traded fund’s stock worth $188,000 after acquiring an additional 34 shares during the period. Finally, Burney Co. purchased a new position in iShares IBoxx $ Invest Grade Corp Bd Fd in the 2nd quarter worth approximately $202,000.

iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) traded down 0.30% during trading on Friday, reaching $121.24. The company’s stock had a trading volume of 6,776,599 shares. The stock’s 50-day moving average is $120.95 and its 200 day moving average is $119.51. iShares IBoxx $ Invest Grade Corp Bd Fd has a 52-week low of $115.55 and a 52-week high of $123.51.

The business also recently disclosed a monthly dividend, which was paid on Friday, September 8th. Investors of record on Wednesday, September 6th were paid a $0.3202 dividend. This represents a $3.84 dividend on an annualized basis and a dividend yield of 3.17%. This is an increase from iShares IBoxx $ Invest Grade Corp Bd Fd’s previous monthly dividend of $0.32. The ex-dividend date of this dividend was Friday, September 1st.

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iShares IBoxx $ Invest Grade Corp Bd Fd Company 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.

Want to see what other hedge funds are holding LQD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares IBoxx $ Invest Grade Corp Bd Fd (NYSE:LQD).

Institutional Ownership by Quarter for iShares IBoxx $ Invest Grade Corp Bd Fd (NYSE:LQD)

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