Bernardo Wealth Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bernardo Wealth Planning’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 Q3	–	Sell	-2,261	Closed	-$248K	–	89
2022 Q2	$248K	Sell	2,261 -100	-4%	-$11.3K	0.14%	71
2022 Q1	$285K	Sell	2,361 -1,545	-40%	-$193K	0.14%	70
2021 Q4	$517K	Sell	3,906 -862	-18%	-$115K	0.25%	45
2021 Q3	$634K	Sell	4,768 -3,788	-44%	-$512K	0.37%	42
2021 Q2	$1.15M	Sell	8,556 -45,959	-84%	-$6.06M	0.69%	26
2021 Q1	$7.09M	Sell	54,515 -637	-1%	-$84.8K	4.51%	8
2020 Q4	$7.62M	Sell	55,152 -258	-0.5%	-$35.1K	2.94%	9
2020 Q3	$7.46M	Buy	55,410 +12,217	+28%	+$1.67M	3.36%	7
2020 Q2	$5.81M	Buy	43,193 +41,119	+1,983%	+$5.35M	3.12%	7
2020 Q1	$256K	Sell	2,074 -243	-10%	-$31K	0.18%	115
2019 Q4	$296K	Sell	2,317 -199	-8%	-$25.3K	0.18%	123
2019 Q3	$320K	Buy	2,516 +889	+55%	+$112K	0.23%	110
2019 Q2	$202K	Buy	+1,627	New	+$195K	0.16%	142

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bernardo Wealth Planning's LQD Position: Q3 2022 in Review

Bernardo Wealth Planning sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,261 shares — an estimated $248K sold.

Bernardo Wealth Planning first reported a position in LQD in Q2 2019 and held it in 13 quarters. The position peaked at $7.62M in Q4 2020. 987 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Bernardo Wealth Planning reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bernardo Wealth Planning sold 2,261 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $248K.
Bernardo Wealth Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 13 quarters.
Bernardo Wealth Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.62M in Q4 2020.
987 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Bernardo Wealth Planning's 13F filing for Q3 2022, filed 24 Oct 2022.