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

Dixon Hughes Goodman 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
2022
Q1 		$69K Hold
569
– – 0.02% 276
2021
Q4 		$75K Buy
+569
New +$75.6K 0.02% 229

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's LQD Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2022 at 569 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #276.

Dixon Hughes Goodman Wealth Advisors first reported a position in LQD in Q4 2021 and has held it in 2 quarters since. The position peaked at $75K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 569 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $69K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #276 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $75K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.