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

HC Financial Advisors’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 Q2	$9K	Buy	80 +50	+167%	+$5.65K	0.01%	243
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	279
2021 Q4	$4K	Hold	30	–	–	﹤0.01%	289
2021 Q3	$4K	Hold	30	–	–	﹤0.01%	283
2021 Q2	$4K	Buy	+30	New	+$3.96K	﹤0.01%	296

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HC Financial Advisors's LQD Position: Q2 2022 in Review

HC Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 167% in Q2 2022, buying an estimated $5.65K and bringing the position to 80 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #243.

HC Financial Advisors first reported a position in LQD in Q2 2021 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

HC Financial Advisors held 80 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9K as of Q2 2022.
HC Financial Advisors bought 50 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $5.65K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #243 holding.
HC Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 5 quarters since.
1,006 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.