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High Net Worth Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-422
Closed -$44.5K – 411
2022
Q4 		$44.5K Hold
422
– – 0.02% 347
2022
Q3 		$43K Hold
422
– – 0.02% 355
2022
Q2 		$46K Hold
422
– – 0.02% 337
2022
Q1 		$51K Hold
422
– – 0.02% 337
2021
Q4 		$56K Buy
+422
New +$56.1K 0.02% 335

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

High Net Worth Advisory Group's LQD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 422 shares — an estimated $44.5K sold.

High Net Worth Advisory Group first reported a position in LQD in Q4 2021 and held it in 5 quarters. The position peaked at $56K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 422 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $44.5K.
  • High Net Worth Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $56K in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.