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

Fullen Financial Group’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	$210K	Buy	1,914 +18	+0.9%	+$1.95K	0.11%	58
2022 Q4	$210K	Buy	+1,896	New	+$198K	0.12%	59
2022 Q3	–	Sell	-1,859	Closed	-$205K	–	59
2022 Q2	$205K	Buy	1,859 +86	+5%	+$9.71K	0.13%	56
2022 Q1	$214K	Buy	1,773 +7	+0.4%	+$873	0.12%	59
2021 Q4	$234K	Buy	1,766 +7	+0.4%	+$930	0.13%	56
2021 Q3	$234K	Buy	1,759 +16	+0.9%	+$2.16K	0.13%	56
2021 Q2	$234K	Buy	1,743 +10	+0.6%	+$1.32K	0.14%	57
2021 Q1	$225K	Buy	1,733 +7	+0.4%	+$931	0.14%	56
2020 Q4	$238K	Buy	1,726 +3	+0.2%	+$409	0.16%	54
2020 Q3	$232K	Buy	1,723 +2	+0.1%	+$273	0.18%	52
2020 Q2	$231K	Buy	+1,721	New	+$224K	0.19%	51

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JSTA

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $49.2B AUM 14.31% 1-Year Est. Return

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

MIM

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

Fullen Financial Group's LQD Position: Q1 2023 in Review

Fullen Financial Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.95% in Q1 2023, buying an estimated $1.95K and bringing the position to 1,914 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #58.

Fullen Financial Group first reported a position in LQD in Q2 2020 and has held it in 11 quarters since. The position peaked at $238K in Q4 2020. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Fullen Financial Group held 1,914 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $210K as of Q1 2023.
Fullen Financial Group bought 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.95K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Fullen Financial Group's portfolio in Q1 2023, its #58 holding.
Fullen Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Fullen Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $238K in Q4 2020.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.