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

Brightworth’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 		$479K Buy
4,679
+495
+12% +$54.6K 0.05% 95
2022
Q2 		$460K Buy
+4,184
New +$472K 0.05% 94

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
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

Brightworth's LQD Position: Q3 2022 in Review

Brightworth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q3 2022, buying an estimated $54.6K and bringing the position to 4,679 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #95.

Brightworth first reported a position in LQD in Q2 2022 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Brightworth held 4,679 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $479K as of Q3 2022.
  • Brightworth bought 495 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $54.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Brightworth's portfolio in Q3 2022, its #95 holding.
  • Brightworth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.