HHM Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

HHM Wealth 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
2023 Q4	–	Sell	-293	Closed	-$29.9K	–	794
2023 Q3	$29.9K	Hold	293	–	–	0.01%	343
2023 Q2	$31.7K	Hold	293	–	–	0.01%	354
2023 Q1	$32.1K	Buy	+293	New	+$31.7K	0.01%	336
2022 Q3	–	Sell	-700	Closed	-$77K	–	749
2022 Q2	$77K	Hold	700	–	–	0.02%	218
2022 Q1	$85K	Hold	700	–	–	0.02%	239
2021 Q4	$93K	Hold	700	–	–	0.02%	224
2021 Q3	$93K	Hold	700	–	–	0.03%	215
2021 Q2	$94K	Hold	700	–	–	0.03%	213
2021 Q1	$91K	Hold	700	–	–	0.03%	200
2020 Q4	$97K	Sell	700 -16	-2%	-$2.18K	0.03%	174
2020 Q3	$96K	Buy	716 +16	+2%	+$2.18K	0.04%	155
2020 Q2	$94K	Hold	700	–	–	0.04%	153
2020 Q1	$86K	Buy	+700	New	+$89.2K	0.04%	133

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

HHM Wealth Advisors's LQD Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 293 shares — an estimated $29.9K sold.

HHM Wealth Advisors first reported a position in LQD in Q1 2020 and held it in 13 quarters. The position peaked at $97K in Q4 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

HHM Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 293 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $29.9K.
HHM Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and held it in 13 quarters.
HHM Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $97K in Q4 2020.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.