Avitas Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Avitas Wealth Management’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 Q1	–	Sell	-7,084	Closed	-$939K	–	206
2021 Q4	$939K	Buy	7,084 +174	+3%	+$23.1K	0.16%	130
2021 Q3	$919K	Buy	6,910 +417	+6%	+$56.4K	0.17%	132
2021 Q2	$872K	Buy	6,493 +53	+0.8%	+$6.99K	0.16%	150
2021 Q1	$838K	Buy	6,440 +345	+6%	+$45.9K	0.16%	150
2020 Q4	$842K	Sell	6,095 -8,550	-58%	-$1.16M	0.17%	157
2020 Q3	$1.97M	Buy	14,645 +8,775	+149%	+$1.2M	0.55%	65
2020 Q2	$790K	Buy	+5,870	New	+$763K	0.26%	112

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Avitas Wealth Management's LQD Position: Q1 2022 in Review

Avitas Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 7,084 shares — an estimated $939K sold.

Avitas Wealth Management first reported a position in LQD in Q2 2020 and held it in 7 quarters. The position peaked at $1.97M in Q3 2020. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Avitas Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Avitas Wealth Management sold 7,084 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $939K.
Avitas Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Avitas Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.97M in Q3 2020.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.