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

FOCUS 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 Q2	–	Sell	-16,492	Closed	-$2M	–	50
2022 Q1	$2M	Sell	16,492 -184	-1%	-$23K	1.19%	18
2021 Q4	$2.21M	Buy	16,676 +458	+3%	+$60.9K	1.32%	17
2021 Q3	$2.16M	Buy	16,218 +332	+2%	+$44.9K	1.46%	15
2021 Q2	$2.13M	Buy	15,886 +134	+0.9%	+$17.7K	1.49%	15
2021 Q1	$2.06M	Buy	15,752 +234	+2%	+$31.1K	1.51%	15
2020 Q4	$2.14M	Buy	+15,518	New	+$2.11M	1.66%	14

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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 $210B AUM 57.28% 1-Year Est. Return

FOCUS Wealth Advisors's LQD Position: Q2 2022 in Review

FOCUS Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 16,492 shares — an estimated $2M sold.

FOCUS Wealth Advisors first reported a position in LQD in Q4 2020 and held it in 6 quarters. The position peaked at $2.21M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

FOCUS Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
FOCUS Wealth Advisors sold 16,492 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $2M.
FOCUS Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
FOCUS Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.21M in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.