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Heritage Wealth Management (Arizona)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Heritage Wealth Management (Arizona)’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 		$5.48K Buy
52
+26
+100% +$2.72K ﹤0.01% 868
2022
Q3 		$3K Sell
26
-49
-65% -$5.4K ﹤0.01% 833
2022
Q2 		$8.25K Sell
75
-4,618
-98% -$521K ﹤0.01% 695
2022
Q1 		$568K Buy
+4,693
New +$585K 0.15% 104
2021
Q3 		$483K Buy
3,629
+416
+13% +$56.2K 0.17% 91
2021
Q2 		$432K Buy
3,213
+547
+21% +$72.1K 0.16% 105
2021
Q1 		$347K Buy
+2,666
New +$355K 0.2% 92

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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

Heritage Wealth Management (Arizona)'s LQD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 100% in Q4 2022, buying an estimated $2.72K and bringing the position to 52 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Heritage Wealth Management (Arizona) first reported a position in LQD in Q1 2021 and has held it in 7 quarters since. The position peaked at $568K in Q1 2022. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 52 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.48K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 26 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $2.72K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #868 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $568K in Q1 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.