Harvest Group Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Harvest Group Wealth Management’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	–	Sell	-25	Closed	-$2.64K	–	196
2022 Q4	$2.64K	Buy	+25	New	+$2.62K	﹤0.01%	109
2021 Q1	–	Sell	-162	Closed	-$22K	–	408
2020 Q4	$22K	Sell	162 -1	-0.6%	-$136	0.01%	166
2020 Q3	$22K	Sell	163 -404	-71%	-$55.1K	0.02%	163
2020 Q2	$76K	Sell	567 -2,521	-82%	-$328K	0.06%	63
2020 Q1	$381K	Sell	3,088 -25,620	-89%	-$3.26M	0.38%	24
2019 Q4	$3.67M	Buy	28,708 +28,649	+48,558%	+$3.65M	3.21%	14
2019 Q3	$8K	Sell	59 -125	-68%	-$15.7K	0.01%	291
2019 Q2	$22K	Hold	184	–	–	0.03%	144
2019 Q1	$22K	Buy	+184	New	+$21.3K	0.02%	148

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

Harvest Group Wealth Management's LQD Position: Q1 2023 in Review

Harvest Group Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 25 shares — an estimated $2.64K sold.

Harvest Group Wealth Management first reported a position in LQD in Q1 2019 and held it in 9 quarters. The position peaked at $3.67M in Q4 2019. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Harvest Group Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Harvest Group Wealth Management sold 25 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $2.64K.
Harvest Group Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 9 quarters.
Harvest Group Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.67M in Q4 2019.
1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.