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

BSW Wealth Partners’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
2023 Q2	–	Sell	-1,912	Closed	-$210K	–	303
2023 Q1	$210K	Hold	1,912	–	–	0.04%	287
2022 Q4	$202K	Buy	+1,912	New	+$200K	0.04%	282
2022 Q3	–	Sell	-1,912	Closed	-$210K	–	287
2022 Q2	$210K	Hold	1,912	–	–	0.05%	251
2022 Q1	$231K	Hold	1,912	–	–	0.06%	247
2021 Q4	$253K	Buy	+1,912	New	+$254K	0.06%	218

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

BSW Wealth Partners's LQD Position: Q2 2023 in Review

BSW Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 1,912 shares — an estimated $210K sold.

BSW Wealth Partners first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $253K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

BSW Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 1,912 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $210K.
BSW Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
BSW Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $253K in Q4 2021.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.