Demars Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Demars Financial Group’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 Q1	–	Sell	-5,859	Closed	-$776K	–	96
2021 Q4	$776K	Sell	5,859 -185	-3%	-$24.6K	0.41%	52
2021 Q3	$804K	Buy	6,044 +1,882	+45%	+$254K	0.47%	46
2021 Q2	$559K	Buy	4,162 +1,022	+33%	+$135K	0.34%	50
2021 Q1	$408K	Buy	3,140 +297	+10%	+$39.5K	0.27%	59
2020 Q4	$393K	Buy	2,843 +114	+4%	+$15.5K	0.28%	54
2020 Q3	$368K	Buy	2,729 +959	+54%	+$131K	0.28%	47
2020 Q2	$238K	Buy	+1,770	New	+$230K	0.2%	53

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Demars Financial Group's LQD Position: Q1 2022 in Review

Demars Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 5,859 shares — an estimated $776K sold.

Demars Financial Group first reported a position in LQD in Q2 2020 and held it in 7 quarters. The position peaked at $804K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Demars Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Demars Financial Group sold 5,859 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $776K.
Demars Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Demars Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $804K in Q3 2021.
1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Demars Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.