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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-10,354
Closed -$1.09M – 199
2022
Q4 		$1.09M Buy
+10,354
New +$1.08M 0.04% 129
2022
Q3 		– Sell
-22,792
Closed -$2.51M – 128
2022
Q2 		$2.51M Buy
+22,792
New +$2.57M 0.1% 81
2021
Q4 		– Sell
-3,838
Closed -$511K – 240
2021
Q3 		$511K Buy
3,838
+101
+3% +$13.7K 0.02% 222
2021
Q2 		$502K Buy
+3,737
New +$493K 0.02% 228
2020
Q4 		– Sell
-11,168
Closed -$1.5M – 165
2020
Q3 		$1.5M Sell
11,168
-85
-0.8% -$11.6K 0.08% 95
2020
Q2 		$1.51M Buy
+11,253
New +$1.46M 0.09% 93
2019
Q4 		$3.14M Buy
+24,572
New +$3.13M 0.25% 55
2016
Q3 		– Sell
-25,960
Closed -$3.19M – 130
2016
Q2 		$3.19M Sell
25,960
-8,080
-24% -$969K 0.46% 37
2016
Q1 		$4.04M Buy
34,040
+23,940
+237% +$2.75M 0.63% 33
2015
Q4 		$1.15M Sell
10,100
-14,788
-59% -$1.71M 0.19% 70
2015
Q3 		$2.89M Buy
24,888
+1,590
+7% +$184K 0.54% 36
2015
Q2 		$2.7M Sell
23,298
-5,734
-20% -$679K 0.54% 31
2015
Q1 		$3.53M Sell
29,032
-657
-2% -$79.7K 0.79% 24
2014
Q4 		$3.54M Sell
29,689
-5,053
-15% -$602K 0.77% 23
2014
Q3 		$4.11M Sell
34,742
-1,541
-4% -$183K 0.88% 24
2014
Q2 		$4.33M Sell
36,283
-737
-2% -$87.2K 0.85% 28
2014
Q1 		$4.33M Sell
37,020
-542
-1% -$62.9K 0.96% 27
2013
Q4 		$4.29M Sell
37,562
-2,554
-6% -$292K 1.07% 28
2013
Q3 		$4.55M Buy
+40,116
New +$4.54M 1.24% 25

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
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
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
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

CLA (CliftonLarsonAllen) Wealth Advisors's LQD Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 10,354 shares — an estimated $1.09M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LQD in Q3 2013 and held it in 19 quarters. The position peaked at $4.55M in Q3 2013. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,354 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.09M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 19 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.55M in Q3 2013.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.