Capital Advisors Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capital Advisors Wealth Management’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 Q1	–	Sell	-3,651	Closed	-$484K	–	130
2021 Q4	$484K	Buy	3,651 +41	+1%	+$5.45K	0.15%	68
2021 Q3	$480K	Sell	3,610 -46	-1%	-$6.22K	0.17%	66
2021 Q2	$491K	Sell	3,656 -2,430	-40%	-$320K	0.18%	60
2021 Q1	$792K	Buy	+6,086	New	+$810K	0.34%	48

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Advisors Wealth Management's LQD Position: Q1 2022 in Review

Capital Advisors Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,651 shares — an estimated $484K sold.

Capital Advisors Wealth Management first reported a position in LQD in Q1 2021 and held it in 4 quarters. The position peaked at $792K in Q1 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Capital Advisors Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Capital Advisors Wealth Management sold 3,651 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $484K.
Capital Advisors Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Capital Advisors Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $792K in Q1 2021.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.