Claraphi Advisory Network’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Claraphi Advisory Network’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	–	Sell	-4,273	Closed	-$438K	–	196
2022 Q3	$438K	Sell	4,273 -914	-18%	-$101K	0.24%	114
2022 Q2	$571K	Buy	5,187 +692	+15%	+$78.1K	0.2%	121
2022 Q1	$544K	Sell	4,495 -333	-7%	-$41.5K	0.16%	143
2021 Q4	$640K	Buy	4,828 +545	+13%	+$72.4K	0.22%	110
2021 Q3	$570K	Sell	4,283 -25	-0.6%	-$3.38K	0.2%	120
2021 Q2	$579K	Sell	4,308 -5,034	-54%	-$664K	0.17%	134
2021 Q1	$1.22M	Sell	9,342 -7,089	-43%	-$943K	0.33%	62
2020 Q4	$2.27M	Buy	16,431 +10,465	+175%	+$1.43M	0.62%	23
2020 Q3	$804K	Buy	5,966 +3,136	+111%	+$428K	0.29%	67
2020 Q2	$381K	Sell	2,830 -414	-13%	-$53.8K	0.16%	136
2020 Q1	$401K	Buy	3,244 +298	+10%	+$38K	0.19%	105
2019 Q4	$377K	Buy	2,946 +1,271	+76%	+$162K	0.23%	104
2019 Q3	$213K	Sell	1,675 -39	-2%	-$4.91K	0.13%	183
2019 Q2	$213K	Sell	1,714 -1,751	-51%	-$210K	0.12%	203
2019 Q1	$412K	Buy	3,465 +999	+41%	+$116K	0.26%	97
2018 Q4	$278K	Sell	2,466 -104	-4%	-$11.7K	0.21%	130
2018 Q3	$295K	Buy	2,570 +24	+0.9%	+$2.77K	0.16%	170
2018 Q2	$292K	Buy	+2,546	New	+$293K	0.19%	159

Other funds holding LQD

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

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

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

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

JSTA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

MIM

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

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

Claraphi Advisory Network's LQD Position: Q4 2022 in Review

Claraphi Advisory Network sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 4,273 shares — an estimated $438K sold.

Claraphi Advisory Network first reported a position in LQD in Q2 2018 and held it in 18 quarters. The position peaked at $2.27M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Claraphi Advisory Network reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 4,273 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $438K.
Claraphi Advisory Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 18 quarters.
Claraphi Advisory Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.27M in Q4 2020.
1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.