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

Integrity Advisory’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 		$481K Buy
+4,567
New +$478K 0.44% 41
2022
Q3 		– Sell
-4,653
Closed -$512K – 80
2022
Q2 		$512K Buy
+4,653
New +$525K 0.5% 37

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

Integrity Advisory's LQD Position: Q4 2022 in Review

Integrity Advisory opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022: 4,567 shares worth $481K. The stake represents 0.44% of the portfolio and ranks #41 among its holdings. This is a return to the name: Integrity Advisory previously reported a position in LQD as recently as Q2 2022.

Integrity Advisory first reported a position in LQD in Q2 2022 and has held it in 2 quarters since. The position peaked at $512K in Q2 2022. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Integrity Advisory held 4,567 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $481K as of Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Integrity Advisory position in Q4 2022.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.44% of Integrity Advisory's portfolio in Q4 2022, its #41 holding.
  • Integrity Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • Integrity Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $512K in Q2 2022.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.