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

Bison Wealth’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	-56	Closed	-$6K	–	305
2022 Q2	$6K	Sell	56 -20	-26%	-$2.26K	﹤0.01%	298
2022 Q1	$9K	Sell	76 -37	-33%	-$4.62K	﹤0.01%	335
2021 Q4	$15K	Sell	113 -695	-86%	-$92.4K	0.01%	298
2021 Q3	$107K	Hold	808	–	–	0.05%	275
2021 Q2	$109K	Sell	808 -20	-2%	-$2.64K	0.05%	274
2021 Q1	$108K	Hold	828	–	–	0.05%	276
2020 Q4	$114K	Buy	828 +262	+46%	+$35.7K	0.05%	257
2020 Q3	$76K	Buy	566 +116	+26%	+$15.8K	0.04%	233
2020 Q2	$61K	Sell	450 -20	-4%	-$2.6K	0.04%	243
2020 Q1	$58K	Hold	470	–	–	0.04%	231
2019 Q4	$60K	Buy	+470	New	+$59.8K	0.03%	289

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Bison Wealth's LQD Position: Q3 2022 in Review

Bison Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 56 shares — an estimated $6K sold.

Bison Wealth first reported a position in LQD in Q4 2019 and held it in 11 quarters. The position peaked at $114K in Q4 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Bison Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 56 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $6K.
Bison Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Bison Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $114K in Q4 2020.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.