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Burleson & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Burleson & Co’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 		$29.8K Buy
283
+2
+0.7% +$209 0.01% 209
2022
Q3 		$29K Sell
281
-411
-59% -$45.3K 0.01% 226
2022
Q2 		$76K Buy
692
+3
+0.4% +$339 0.02% 162
2022
Q1 		$83K Sell
689
-31,998
-98% -$3.99M 0.01% 173
2021
Q4 		$4.33M Buy
32,687
+385
+1% +$51.2K 0.63% 35
2021
Q3 		$4.3M Buy
32,302
+328
+1% +$44.3K 0.64% 32
2021
Q2 		$4.3M Buy
31,974
+4,590
+17% +$605K 0.63% 33
2021
Q1 		$3.56M Buy
27,384
+9,564
+54% +$1.27M 0.58% 33
2020
Q4 		$2.46M Buy
17,820
+1,329
+8% +$181K 0.43% 44
2020
Q3 		$2.25M Buy
16,491
+9,985
+153% +$1.36M 0.43% 47
2020
Q2 		$903K Buy
6,506
+3,134
+93% +$408K 0.2% 80
2020
Q1 		$427K Buy
+3,372
New +$430K 0.11% 98
2019
Q3 		– Sell
-12,920
Closed -$1.61M – 108
2019
Q2 		$1.61M Buy
12,920
+241
+2% +$28.9K 0.68% 42
2019
Q1 		$1.51M Buy
+12,679
New +$1.47M 0.64% 42

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 $336B AUM 34.66% 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

Burleson & Co's LQD Position: Q4 2022 in Review

Burleson & Co increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.71% in Q4 2022, buying an estimated $209 and bringing the position to 283 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #209.

Burleson & Co first reported a position in LQD in Q1 2019 and has held it in 14 quarters since. The position peaked at $4.33M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Burleson & Co held 283 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.8K as of Q4 2022.
  • Burleson & Co bought 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $209.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #209 holding.
  • Burleson & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
  • Burleson & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.33M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.