FWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return