Barber Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Barber Financial Group’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	-5,231	Closed	-$633K	–	167
2022 Q1	$633K	Sell	5,231 -45,744	-90%	-$5.71M	0.08%	66
2021 Q4	$6.75M	Sell	50,975 -12,671	-20%	-$1.68M	0.81%	27
2021 Q3	$8.47M	Buy	63,646 +8,454	+15%	+$1.14M	1.1%	23
2021 Q2	$7.42M	Buy	55,192 +49,075	+802%	+$6.47M	1.01%	22
2021 Q1	$796K	Sell	6,117 -36,848	-86%	-$4.9M	0.12%	67
2020 Q4	$5.93M	Buy	42,965 +40,964	+2,047%	+$5.58M	1.08%	22
2020 Q3	$269K	Hold	2,001	–	–	0.06%	105
2020 Q2	$269K	Sell	2,001 -3,646	-65%	-$474K	0.06%	96
2020 Q1	$697K	Sell	5,647 -15,709	-74%	-$2M	0.22%	52
2019 Q4	$2.73M	Buy	21,356 +486	+2%	+$61.9K	0.55%	51
2019 Q3	$2.66M	Sell	20,870 -1,740	-8%	-$219K	0.57%	45
2019 Q2	$2.81M	Buy	+22,610	New	+$2.72M	0.66%	35

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

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

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

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 New York $166B AUM 43.98% 1-Year Est. Return

Barber Financial Group's LQD Position: Q2 2022 in Review

Barber Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 5,231 shares — an estimated $633K sold.

Barber Financial Group first reported a position in LQD in Q2 2019 and held it in 12 quarters. The position peaked at $8.47M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Barber Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Barber Financial Group sold 5,231 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $633K.
Barber Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
Barber Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.47M in Q3 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.