Holland Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Holland Advisory 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	-39,469	Closed	-$4.34M	–	31
2022 Q2	$4.34M	Buy	39,469 +730	+2%	+$82.4K	5.2%	8
2022 Q1	$4.68M	Buy	38,739 +1,765	+5%	+$220K	5.44%	8
2021 Q4	$4.9M	Buy	+36,974	New	+$4.91M	5.66%	7

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Holland Advisory Services's LQD Position: Q3 2022 in Review

Holland Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 39,469 shares — an estimated $4.34M sold.

Holland Advisory Services first reported a position in LQD in Q4 2021 and held it in 3 quarters. The position peaked at $4.9M in Q4 2021. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

Holland Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Holland Advisory Services sold 39,469 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $4.34M.
Holland Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Holland Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.9M in Q4 2021.
988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Holland Advisory Services's 13F filing for Q3 2022, filed 11 Oct 2022.