Graves Light Lenhart Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-863	Closed	-$95K	–	390
2022 Q2	$95K	Hold	863	–	–	0.01%	237
2022 Q1	$104K	Hold	863	–	–	0.01%	258
2021 Q4	$114K	Hold	863	–	–	0.02%	271
2021 Q3	$115K	Hold	863	–	–	0.02%	257
2021 Q2	$116K	Hold	863	–	–	0.02%	253
2021 Q1	$112K	Hold	863	–	–	0.02%	256
2020 Q4	$119K	Buy	+863	New	+$118K	0.02%	232

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

Graves Light Lenhart Wealth's LQD Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 863 shares — an estimated $95K sold.

Graves Light Lenhart Wealth first reported a position in LQD in Q4 2020 and held it in 7 quarters. The position peaked at $119K in Q4 2020. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 863 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $95K.
Graves Light Lenhart Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $119K in Q4 2020.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.