Avantax Advisory Services’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History
Bought
Maintained
Sold
Other funds holding LQDB
Avantax Advisory Services's LQDB Position: Q3 2023 in Review
Avantax Advisory Services sold out of iShares BBB Rated Corporate Bond ETF (LQDB) in Q3 2023, closing a stake of 2,815 shares — an estimated $237K sold.
Avantax Advisory Services first reported a position in LQDB in Q3 2022 and held it in 4 quarters. The position peaked at $325K in Q1 2023. 6 funds tracked by Wall St. Rank hold LQDB as of Q3 2023.
- Avantax Advisory Services reported no remaining iShares BBB Rated Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
- Avantax Advisory Services sold 2,815 iShares BBB Rated Corporate Bond ETF shares in Q3 2023, an estimated $237K.
- Avantax Advisory Services first reported a position in iShares BBB Rated Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
- Avantax Advisory Services's iShares BBB Rated Corporate Bond ETF position peaked at $325K in Q1 2023.
- 6 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q3 2023.
Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.