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

Core Wealth Advisors (Florida)’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 Q3	–	Sell	-845	Closed	-$93K	–	227
2022 Q2	$93K	Buy	845 +325	+63%	+$36.7K	0.06%	53
2022 Q1	$63K	Hold	520	–	–	0.04%	66
2021 Q4	$69K	Hold	520	–	–	0.04%	68
2021 Q3	$69K	Hold	520	–	–	0.05%	72
2021 Q2	$70K	Sell	520 -9	-2%	-$1.19K	0.05%	61
2021 Q1	$69K	Hold	529	–	–	0.06%	50
2020 Q4	$73K	Sell	529 -75	-12%	-$10.2K	0.07%	44
2020 Q3	$81K	Buy	604 +75	+14%	+$10.2K	0.08%	41
2020 Q2	$71K	Hold	529	–	–	0.06%	50
2020 Q1	$65K	Hold	529	–	–	0.05%	50
2019 Q4	$68K	Buy	+529	New	+$67.4K	0.04%	45

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Core Wealth Advisors (Florida)'s LQD Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 845 shares — an estimated $93K sold.

Core Wealth Advisors (Florida) first reported a position in LQD in Q4 2019 and held it in 11 quarters. The position peaked at $93K in Q2 2022. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 845 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $93K.
Core Wealth Advisors (Florida) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Core Wealth Advisors (Florida)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $93K in Q2 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.