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Cedar Brook Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cedar Brook Financial 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
Q3 		– Sell
-4,234
Closed -$458K – 402
2023
Q2 		$458K Sell
4,234
-639
-13% -$69.1K 0.11% 198
2023
Q1 		$534K Sell
4,873
-343
-7% -$37.1K 0.14% 168
2022
Q4 		$550K Sell
5,216
-3,461
-40% -$362K 0.15% 156
2022
Q3 		$889K Buy
8,677
+2,477
+40% +$273K 0.29% 90
2022
Q2 		$682K Sell
6,200
-1,139
-16% -$129K 0.21% 122
2022
Q1 		$888K Sell
7,339
-923
-11% -$115K 0.23% 104
2021
Q4 		$1.09M Buy
8,262
+739
+10% +$98.2K 0.28% 88
2021
Q3 		$1M Buy
7,523
+584
+8% +$78.9K 0.3% 90
2021
Q2 		$932K Buy
6,939
+1,337
+24% +$176K 0.27% 95
2021
Q1 		$728K Sell
5,602
-412
-7% -$54.8K 0.25% 100
2020
Q4 		$831K Sell
6,014
-56
-0.9% -$7.63K 0.29% 89
2020
Q3 		$818K Buy
6,070
+564
+10% +$76.9K 0.32% 84
2020
Q2 		$741K Buy
5,506
+550
+11% +$71.5K 0.33% 87
2020
Q1 		$612K Buy
4,956
+84
+2% +$10.7K 0.34% 86
2019
Q4 		$623K Sell
4,872
-397
-8% -$50.6K 0.26% 107
2019
Q3 		$672K Buy
5,269
+132
+3% +$16.6K 0.3% 101
2019
Q2 		$639K Sell
5,137
-2,732
-35% -$328K 0.29% 109
2019
Q1 		$937K Buy
7,869
+152
+2% +$17.6K 0.46% 67
2018
Q4 		$871K Buy
+7,717
New +$868K 0.53% 54

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Brook Financial Partners's LQD Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 4,234 shares — an estimated $458K sold.

Cedar Brook Financial Partners first reported a position in LQD in Q4 2018 and held it in 19 quarters. The position peaked at $1.09M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,234 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $458K.
  • Cedar Brook Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 19 quarters.
  • Cedar Brook Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.09M in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.