Doliver Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Doliver 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 Q4	–	Sell	-4,035	Closed	-$413K	–	160
2022 Q3	$413K	Sell	4,035 -197	-5%	-$21.7K	0.15%	87
2022 Q2	$466K	Buy	4,232 +1,332	+46%	+$150K	0.17%	86
2022 Q1	$351K	Buy	+2,900	New	+$362K	0.11%	120
2021 Q2	–	Sell	-4,775	Closed	-$621K	–	151
2021 Q1	$621K	Buy	+4,775	New	+$635K	0.23%	71

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Doliver Advisors's LQD Position: Q4 2022 in Review

Doliver Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 4,035 shares — an estimated $413K sold.

Doliver Advisors first reported a position in LQD in Q1 2021 and held it in 4 quarters. The position peaked at $621K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Doliver Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Doliver Advisors sold 4,035 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $413K.
Doliver Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Doliver Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $621K in Q1 2021.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Doliver Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.