Bradley & Co Private Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bradley & Co Private Wealth Management’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 Q4	–	Sell	-433	Closed	-$45.3K	–	180
2022 Q3	$44K	Hold	433	–	–	0.05%	70
2022 Q2	$48K	Sell	433 -73	-14%	-$8.24K	0.05%	82
2022 Q1	$61K	Hold	506	–	–	0.05%	81
2021 Q4	$67K	Hold	506	–	–	0.05%	80
2021 Q3	$68K	Hold	506	–	–	0.06%	78
2021 Q2	$68K	Hold	506	–	–	0.06%	85
2021 Q1	$65K	Buy	+506	New	+$67.3K	0.06%	86

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

JSTA

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Bradley & Co Private Wealth Management's LQD Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 433 shares — an estimated $45.3K sold.

Bradley & Co Private Wealth Management first reported a position in LQD in Q1 2021 and held it in 7 quarters. The position peaked at $68K in Q3 2021. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 433 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $45.3K.
Bradley & Co Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Bradley & Co Private Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $68K in Q3 2021.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.