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Aaron Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aaron Wealth Advisors’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
Q2 		– Sell
-395
Closed -$47.8K – 558
2022
Q1 		$47.8K Buy
+395
New +$49.3K 0.01% 441

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Aaron Wealth Advisors's LQD Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 395 shares — an estimated $47.8K sold.

Aaron Wealth Advisors first reported a position in LQD in Q1 2022 and held it in 1 quarter. The position peaked at $47.8K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 395 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $47.8K.
  • Aaron Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $47.8K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.