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

FourThought Financial’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 Q3	$55K	Buy	537 +400	+292%	+$44.1K	0.01%	579
2022 Q2	$15K	Buy	+137	New	+$15.5K	﹤0.01%	931
2021 Q4	–	Sell	-400	Closed	-$53K	–	1537
2021 Q3	$53K	Hold	400	–	–	0.01%	675
2021 Q2	$53K	Sell	400 -41	-9%	-$5.41K	0.01%	685
2021 Q1	$57K	Hold	441	–	–	0.01%	651
2020 Q4	$60K	Buy	+441	New	+$60.1K	0.01%	621

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FourThought Financial's LQD Position: Q3 2022 in Review

FourThought Financial increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 292% in Q3 2022, buying an estimated $44.1K and bringing the position to 537 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #579.

FourThought Financial first reported a position in LQD in Q4 2020 and has held it in 6 quarters since. The position peaked at $60K in Q4 2020. 989 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

FourThought Financial held 537 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $55K as of Q3 2022.
FourThought Financial bought 400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $44.1K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #579 holding.
FourThought Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
FourThought Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $60K in Q4 2020.
989 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.