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Braun-Bostich & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Braun-Bostich & Associates’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
-4,497
Closed -$461K – 65
2022
Q3 		$461K Sell
4,497
-2,942
-40% -$324K 1.41% 30
2022
Q2 		$819K Sell
7,439
-6,213
-46% -$702K 2.13% 17
2022
Q1 		$1.65M Buy
+13,652
New +$1.7M 3.55% 7
2021
Q4 		– Sell
-19,048
Closed -$2.53M – 133
2021
Q3 		$2.53M Buy
19,048
+5,230
+38% +$707K 4.77% 3
2021
Q2 		$1.86M Buy
13,818
+310
+2% +$40.9K 3.38% 9
2021
Q1 		$1.76M Buy
13,508
+920
+7% +$122K 3.38% 7
2020
Q4 		$1.74M Buy
+12,588
New +$1.71M 3.5% 7
2020
Q3 		– Sell
-143
Closed -$19K – 299
2020
Q2 		$19K Hold
143
– – 0.02% 174
2020
Q1 		$17K Sell
143
-511
-78% -$65.1K 0.02% 174
2019
Q4 		$84K Buy
+654
New +$83.3K 0.08% 123
2019
Q3 		– Sell
-654
Closed -$81K – 208
2019
Q2 		$81K Sell
654
-1,323
-67% -$159K 0.08% 152
2019
Q1 		$235K Sell
1,977
-16,494
-89% -$1.91M 0.24% 89
2018
Q4 		$2.08M Sell
18,471
-1,533
-8% -$172K 2.21% 7
2018
Q3 		$2.3M Buy
20,004
+4,496
+29% +$518K 2.22% 7
2018
Q2 		$1.78M Sell
15,508
-9,513
-38% -$1.1M 1.78% 11
2018
Q1 		$2.94M Sell
25,021
-14,041
-36% -$1.66M 2.54% 7
2017
Q4 		$4.75M Buy
+39,062
New +$4.73M 4.02% 2

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
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
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

Braun-Bostich & Associates's LQD Position: Q4 2022 in Review

Braun-Bostich & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 4,497 shares — an estimated $461K sold.

Braun-Bostich & Associates first reported a position in LQD in Q4 2017 and held it in 17 quarters. The position peaked at $4.75M in Q4 2017. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Braun-Bostich & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 4,497 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $461K.
  • Braun-Bostich & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 17 quarters.
  • Braun-Bostich & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.75M in Q4 2017.
  • 1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Braun-Bostich & Associates's 13F filing for Q4 2022, filed 9 Feb 2023.