Cordasco Financial Network’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cordasco Financial 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 Q2	$9K	Buy	84 +76	+950%	+$8.58K	0.01%	390
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	536
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	534
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	545
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	541
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	541
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	499
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	504
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	468
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	439
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	434
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	459
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	438
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	438
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	376
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	348
2018 Q2	$1K	Buy	+8	New	+$921	﹤0.01%	378
2015 Q3	–	Sell	-234	Closed	-$27K	–	293
2015 Q2	$27K	Sell	234 -240	-51%	-$28.4K	0.02%	169
2015 Q1	$58K	Hold	474	–	–	0.04%	142
2014 Q4	$57K	Hold	474	–	–	0.04%	148
2014 Q3	$56K	Sell	474 -200	-30%	-$23.8K	0.04%	154
2014 Q2	$80K	Hold	674	–	–	0.06%	134
2014 Q1	$79K	Buy	674 +200	+42%	+$23.2K	0.06%	129
2013 Q4	$54K	Buy	+474	New	+$54.1K	0.04%	140

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cordasco Financial Network's LQD Position: Q2 2022 in Review

Cordasco Financial Network increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 950% in Q2 2022, buying an estimated $8.58K and bringing the position to 84 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #390.

Cordasco Financial Network first reported a position in LQD in Q4 2013 and has held it in 24 quarters since. The position peaked at $80K in Q2 2014. 1,006 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Cordasco Financial Network held 84 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9K as of Q2 2022.
Cordasco Financial Network bought 76 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $8.58K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #390 holding.
Cordasco Financial Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 24 quarters since.
Cordasco Financial Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $80K in Q2 2014.
1,006 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.