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

IVC 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
2022
Q1 		– Sell
-2,049
Closed -$271K – 151
2021
Q4 		$271K Buy
2,049
+64
+3% +$8.51K 0.17% 117
2021
Q3 		$264K Buy
+1,985
New +$268K 0.18% 114

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IVC Wealth Advisors's LQD Position: Q1 2022 in Review

IVC Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 2,049 shares — an estimated $271K sold.

IVC Wealth Advisors first reported a position in LQD in Q3 2021 and held it in 2 quarters. The position peaked at $271K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • IVC Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • IVC Wealth Advisors sold 2,049 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $271K.
  • IVC Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • IVC Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $271K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on IVC Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.