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Hapanowicz & Associates Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hapanowicz & Associates Financial Services’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
Q1 		– Sell
-3,349
Closed -$445K – 32
2021
Q4 		$445K Buy
+3,349
New +$445K 0.2% 18

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Financial Engines Advisors
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Hapanowicz & Associates Financial Services's LQD Position: Q1 2022 in Review

Hapanowicz & Associates Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 3,349 shares — an estimated $445K sold.

Hapanowicz & Associates Financial Services first reported a position in LQD in Q4 2021 and held it in 1 quarter. The position peaked at $445K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Hapanowicz & Associates Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 3,349 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $445K.
  • Hapanowicz & Associates Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $445K in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2022, filed 22 Apr 2022.