Financial Management Professionals’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Management Professionals’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
2023 Q1	–	Sell	-1	Closed	–	–	1081
2022 Q4	$0	Buy	+1	New	+$105	﹤0.01%	1013
2022 Q3	–	Sell	-685	Closed	-$75K	–	1034
2022 Q2	$75K	Buy	+685	New	+$77.3K	0.02%	186
2020 Q3	–	Sell	-285	Closed	-$38K	–	618
2020 Q2	$38K	Buy	285 +253	+791%	+$32.9K	0.01%	235
2020 Q1	$4K	Buy	+32	New	+$4.08K	﹤0.01%	217
2016 Q3	–	Sell	-76	Closed	-$9K	–	372
2016 Q2	$9K	Buy	+76	New	+$9.12K	﹤0.01%	220

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Financial Management Professionals's LQD Position: Q1 2023 in Review

Financial Management Professionals sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 1 share.

Financial Management Professionals first reported a position in LQD in Q2 2016 and held it in 5 quarters. The position peaked at $75K in Q2 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Financial Management Professionals reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Financial Management Professionals sold 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q1 2023.
Financial Management Professionals first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 5 quarters.
Financial Management Professionals's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $75K in Q2 2022.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.