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

Clearview 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 Q3	–	Sell	-67	Closed	-$7.28K	–	401
2023 Q2	$7.28K	Buy	67 +1	+2%	+$108	0.01%	394
2023 Q1	$7.31K	Hold	66	–	–	0.01%	399
2022 Q4	$6.98K	Sell	66 -251	-79%	-$26.3K	0.01%	364
2022 Q3	$33K	Sell	317 -180	-36%	-$19.8K	0.03%	201
2022 Q2	$55K	Buy	497 +3	+0.6%	+$339	0.04%	174
2022 Q1	$60K	Sell	494 -125	-20%	-$15.6K	0.04%	183
2021 Q4	$82K	Buy	619 +3	+0.5%	+$399	0.05%	178
2021 Q3	$82K	Buy	616 +4	+0.7%	+$541	0.05%	184
2021 Q2	$82K	Sell	612 -2,089	-77%	-$275K	0.05%	186
2021 Q1	$351K	Buy	2,701 +1,022	+61%	+$136K	0.23%	83
2020 Q4	$232K	Buy	+1,679	New	+$229K	0.16%	100

Other funds holding LQD

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

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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearview Wealth Advisors's LQD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2023, closing a stake of 67 shares — an estimated $7.28K sold.

Clearview Wealth Advisors first reported a position in LQD in Q4 2020 and held it in 11 quarters. The position peaked at $351K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 67 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $7.28K.
Clearview Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $351K in Q1 2021.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.