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Hellman Jordan Management Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Hellman Jordan Management Company’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
Q4 		$295K Buy
+2,800
New +$293K 0.5% 36

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Hellman Jordan Management Company's LQD Position: Q4 2022 in Review

Hellman Jordan Management Company opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022: 2,800 shares worth $295K. The stake represents 0.5% of the portfolio and ranks #36 among its holdings.

1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Hellman Jordan Management Company held 2,800 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $295K as of Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Hellman Jordan Management Company position in Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.5% of Hellman Jordan Management Company's portfolio in Q4 2022, its #36 holding.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.