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Adamsbrown Wealth Consultants’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Adamsbrown Wealth Consultants’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
-2,353
Closed -$285K – 91
2022
Q1 		$285K Sell
2,353
-207
-8% -$25.8K 0.23% 69
2021
Q4 		$339K Buy
+2,560
New +$340K 0.31% 56

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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 $166B AUM 43.98% 1-Year Est. Return

Adamsbrown Wealth Consultants's LQD Position: Q2 2022 in Review

Adamsbrown Wealth Consultants sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,353 shares — an estimated $285K sold.

Adamsbrown Wealth Consultants first reported a position in LQD in Q4 2021 and held it in 2 quarters. The position peaked at $339K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • Adamsbrown Wealth Consultants reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 2,353 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $285K.
  • Adamsbrown Wealth Consultants first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Adamsbrown Wealth Consultants's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $339K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2022, filed 27 Jul 2022.