BDO Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$390K	Sell	3,606 -150	-4%	-$16.2K	0.04%	195
2023 Q1	$412K	Sell	3,756 -8,447	-69%	-$915K	0.05%	180
2022 Q4	$1.29M	Buy	12,203 +3,405	+39%	+$356K	0.16%	112
2022 Q3	$901K	Buy	8,798 +43	+0.5%	+$4.74K	0.12%	130
2022 Q2	$963K	Buy	8,755 +895	+11%	+$101K	0.12%	126
2022 Q1	$951K	Sell	7,860 -5,485	-41%	-$684K	0.1%	136
2021 Q4	$1.77M	Buy	13,345 +1,339	+11%	+$178K	0.19%	97
2021 Q3	$1.6M	Buy	12,006 +182	+2%	+$24.6K	0.18%	98
2021 Q2	$1.59M	Buy	11,824 +3,475	+42%	+$458K	0.18%	101
2021 Q1	$1.09M	Sell	8,349 -3,185	-28%	-$424K	0.13%	123
2020 Q4	$1.59M	Sell	11,534 -355	-3%	-$48.3K	0.22%	80
2020 Q3	$1.6M	Sell	11,889 -8,435	-42%	-$1.15M	0.26%	70
2020 Q2	$2.73M	Buy	20,324 +4,025	+25%	+$523K	0.48%	40
2020 Q1	$2.01M	Sell	16,299 -3,450	-17%	-$440K	0.41%	49
2019 Q4	$2.53M	Sell	19,749 -915	-4%	-$117K	0.65%	35
2019 Q3	$2.63M	Buy	20,664 +980	+5%	+$123K	0.67%	32
2019 Q2	$2.45M	Sell	19,684 -11,094	-36%	-$1.33M	0.67%	32
2019 Q1	$3.66M	Buy	30,778 +16,825	+121%	+$1.95M	1.06%	22
2018 Q4	$1.57M	Buy	13,953 +13,410	+2,470%	+$1.51M	0.54%	41
2018 Q3	$62K	Sell	543 -425	-44%	-$49K	0.02%	263
2018 Q2	$111K	Buy	968 +788	+438%	+$90.7K	0.04%	207
2018 Q1	$21K	Sell	180 -338	-65%	-$39.9K	0.01%	324
2017 Q4	$63K	Buy	518 +425	+457%	+$51.4K	0.03%	192
2017 Q3	$11K	Sell	93 -612	-87%	-$74K	0.01%	303
2017 Q2	$85K	Buy	+705	New	+$84.3K	0.04%	183

Other funds holding LQD

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

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

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

BDO Wealth Advisors's LQD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4% in Q2 2023, selling an estimated $16.2K and leaving 3,606 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #195.

BDO Wealth Advisors first reported a position in LQD in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.66M in Q1 2019. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

BDO Wealth Advisors held 3,606 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $390K as of Q2 2023.
BDO Wealth Advisors sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $16.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #195 holding.
BDO Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.66M in Q1 2019.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.