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

B. Riley 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
Q2 		$318 Buy
2,894
+593
+26% +$67K ﹤0.01% 522
2022
Q1 		$278K Sell
2,301
-63
-3% -$7.86K 0.02% 474
2021
Q4 		$313K Buy
2,364
+546
+30% +$72.6K 0.02% 464
2021
Q3 		$242K Buy
+1,818
New +$246K 0.02% 507
2020
Q3 		– Sell
-2,257
Closed -$304K – 483
2020
Q2 		$304K Sell
2,257
-5,709
-72% -$742K 0.03% 297
2020
Q1 		$984K Buy
7,966
+169
+2% +$21.5K 0.1% 178
2019
Q4 		$997K Sell
7,797
-1,336
-15% -$170K 0.15% 144
2019
Q3 		$1.16M Buy
9,133
+230
+3% +$29K 0.2% 114
2019
Q2 		$1.11K Sell
8,903
-311
-3% -$37.3K 0.17% 121
2019
Q1 		$1.1M Buy
9,214
+1,457
+19% +$169K 0.19% 124
2018
Q4 		$875K Buy
+7,757
New +$872K 0.18% 124
2015
Q3 		– Sell
-52
Closed -$6K – 500
2015
Q2 		$6K Sell
52
-163
-76% -$19.3K ﹤0.01% 832
2015
Q1 		$26K Buy
215
+52
+32% +$6.31K 0.02% 544
2014
Q4 		$19K Sell
163
-28
-15% -$3.34K 0.02% 595
2014
Q3 		$22K Hold
191
– – 0.02% 581
2014
Q2 		$22K Sell
191
-13
-6% -$1.54K 0.01% 643
2014
Q1 		$24K Buy
+204
New +$23.7K 0.02% 592

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

B. Riley Wealth Management's LQD Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q2 2022, buying an estimated $67K and bringing the position to 2,894 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #522.

B. Riley Wealth Management first reported a position in LQD in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2019. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

  • B. Riley Wealth Management held 2,894 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $318 as of Q2 2022.
  • B. Riley Wealth Management bought 593 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $67K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #522 holding.
  • B. Riley Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 17 quarters since.
  • B. Riley Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.16M in Q3 2019.
  • 1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.