Brighton Jones LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Brighton Jones LLC’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	-2,583	Closed	-$284K	–	490
2022 Q2	$284K	Buy	2,583 +528	+26%	+$59.6K	0.02%	341
2022 Q1	$249K	Sell	2,055 -181	-8%	-$22.6K	0.01%	422
2021 Q4	$296K	Sell	2,236 -92	-4%	-$12.2K	0.01%	378
2021 Q3	$310K	Buy	2,328 +10	+0.4%	+$1.35K	0.02%	357
2021 Q2	$311K	Buy	2,318 +117	+5%	+$15.4K	0.02%	346
2021 Q1	$286K	Buy	2,201 +7	+0.3%	+$931	0.02%	322
2020 Q4	$303K	Sell	2,194 -20	-0.9%	-$2.72K	0.02%	290
2020 Q3	$298K	Buy	+2,214	New	+$302K	0.02%	257
2020 Q1	–	Sell	-2,459	Closed	-$315K	–	308
2019 Q4	$315K	Buy	+2,459	New	+$313K	0.03%	233

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

Brighton Jones LLC's LQD Position: Q3 2022 in Review

Brighton Jones LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,583 shares — an estimated $284K sold.

Brighton Jones LLC first reported a position in LQD in Q4 2019 and held it in 9 quarters. The position peaked at $315K in Q4 2019. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Brighton Jones LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Brighton Jones LLC sold 2,583 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $284K.
Brighton Jones LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 9 quarters.
Brighton Jones LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $315K in Q4 2019.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Brighton Jones LLC's 13F filing for Q3 2022, filed 9 Nov 2022.