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

Heritage 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
Q3 		– Sell
-22
Closed -$2K – 293
2022
Q2 		$2K Buy
+22
New +$2.48K ﹤0.01% 418

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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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
Financial Engines Advisors
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

Heritage Financial Services's LQD Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 22 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in LQD in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 22 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2K in Q2 2022.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.