Bedel Financial Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bedel Financial Consulting’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	-134	Closed	-$16K	–	580
2022 Q1	$16K	Hold	134	–	–	0.01%	585
2021 Q4	$18K	Buy	134 +1	+0.8%	+$133	0.01%	580
2021 Q3	$18K	Hold	133	–	–	0.01%	568
2021 Q2	$18K	Buy	133 +1	+0.8%	+$132	0.01%	577
2021 Q1	$17K	Hold	132	–	–	0.01%	545
2020 Q4	$18K	Sell	132 -17	-11%	-$2.31K	0.01%	464
2020 Q3	$20K	Buy	149 +1	+0.7%	+$136	0.01%	426
2020 Q2	$20K	Hold	148	–	–	0.01%	406
2020 Q1	$18K	Buy	148 +63	+74%	+$8.03K	0.01%	397
2019 Q4	$11K	Hold	85	–	–	0.01%	491
2019 Q3	$11K	Hold	85	–	–	0.01%	471
2019 Q2	$11K	Hold	85	–	–	0.01%	481
2019 Q1	$10K	Hold	85	–	–	0.01%	489
2018 Q4	$10K	Hold	85	–	–	0.01%	459
2018 Q3	$9K	Sell	85 -5,503	-98%	-$634K	0.01%	488
2018 Q2	$640K	Sell	5,588 -228	-4%	-$26.3K	0.47%	41
2018 Q1	$683K	Buy	+5,816	New	+$687K	0.52%	37

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

Bedel Financial Consulting's LQD Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 134 shares — an estimated $16K sold.

Bedel Financial Consulting first reported a position in LQD in Q1 2018 and held it in 17 quarters. The position peaked at $683K in Q1 2018. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 134 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $16K.
Bedel Financial Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $683K in Q1 2018.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

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