CRA Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CRA Financial Services’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	–	Sell	-1,727	Closed	-$209K	–	211
2022 Q1	$209K	Buy	1,727 +79	+5%	+$9.86K	0.06%	197
2021 Q4	$218K	Sell	1,648 -100	-6%	-$13.3K	0.06%	192
2021 Q3	$233K	Buy	1,748 +21	+1%	+$2.84K	0.08%	175
2021 Q2	$232K	Buy	1,727 +1	+0.1%	+$132	0.08%	164
2021 Q1	$225K	Buy	1,726 +26	+2%	+$3.46K	0.09%	157
2020 Q4	$235K	Sell	1,700 -100	-6%	-$13.6K	0.1%	139
2020 Q3	$242K	Hold	1,800	–	–	0.12%	120
2020 Q2	$242K	Hold	1,800	–	–	0.13%	117
2020 Q1	$222K	Hold	1,800	–	–	0.14%	116
2019 Q4	$230K	Hold	1,800	–	–	0.13%	129
2019 Q3	$229K	Buy	1,800 +150	+9%	+$18.9K	0.14%	123
2019 Q2	$205K	Buy	+1,650	New	+$198K	0.12%	131

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

CRA Financial Services's LQD Position: Q2 2022 in Review

CRA Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 1,727 shares — an estimated $209K sold.

CRA Financial Services first reported a position in LQD in Q2 2019 and held it in 12 quarters. The position peaked at $242K in Q3 2020. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

CRA Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
CRA Financial Services sold 1,727 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $209K.
CRA Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
CRA Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $242K in Q3 2020.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on CRA Financial Services's 13F filing for Q2 2022, filed 21 Jul 2022.