Certified Advisory Corp’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Certified Advisory Corp’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 Q1	–	Sell	-2,302	Closed	-$243K	–	279
2022 Q4	$243K	Sell	2,302 -1,279	-36%	-$134K	0.05%	205
2022 Q3	$367K	Sell	3,581 -420	-10%	-$46.3K	0.08%	168
2022 Q2	$440K	Sell	4,001 -1,200	-23%	-$135K	0.1%	157
2022 Q1	$629K	Sell	5,201 -11,530	-69%	-$1.44M	0.13%	142
2021 Q4	$2.22M	Buy	16,731 +1,847	+12%	+$245K	0.49%	55
2021 Q3	$1.98M	Buy	14,884 +1,480	+11%	+$200K	0.48%	53
2021 Q2	$1.8M	Buy	13,404 +1,331	+11%	+$175K	0.45%	57
2021 Q1	$1.57M	Buy	+12,073	New	+$1.61M	0.41%	62
2020 Q2	$244K	Sell	1,815 -8,013	-82%	-$1.04M	0.08%	168
2020 Q1	$1.21M	Sell	9,828 -3,464	-26%	-$441K	0.48%	47
2019 Q4	$1.7M	Sell	13,292 -152	-1%	-$19.4K	0.54%	41
2019 Q3	$1.71M	Buy	13,444 +844	+7%	+$106K	0.6%	37
2019 Q2	$1.57M	Buy	12,600 +11,277	+852%	+$1.35M	0.58%	38
2019 Q1	$158K	Buy	1,323 +330	+33%	+$38.2K	0.07%	178
2018 Q4	$112K	Buy	993 +5	+0.5%	+$562	0.06%	190
2018 Q3	$114K	Sell	988 -48	-5%	-$5.53K	0.05%	198
2018 Q2	$119K	Buy	1,036 +13	+1%	+$1.5K	0.07%	186
2018 Q1	$120K	Buy	1,023 +106	+12%	+$12.5K	0.07%	178
2017 Q4	$111K	Buy	+917	New	+$111K	0.08%	156

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Certified Advisory Corp's LQD Position: Q1 2023 in Review

Certified Advisory Corp sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 2,302 shares — an estimated $243K sold.

Certified Advisory Corp first reported a position in LQD in Q4 2017 and held it in 19 quarters. The position peaked at $2.22M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Certified Advisory Corp reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Certified Advisory Corp sold 2,302 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $243K.
Certified Advisory Corp first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 19 quarters.
Certified Advisory Corp's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.22M in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Certified Advisory Corp's 13F filing for Q1 2023, filed 15 May 2023.