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Jackson Grant Investment Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jackson Grant Investment Advisers’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 		– Sell
-245
Closed -$25K – 327
2022
Q3 		$25K Buy
245
+2
+0.8% +$220 0.01% 240
2022
Q2 		$27K Sell
243
-38
-14% -$4.29K 0.01% 243
2022
Q1 		$34K Buy
281
+1
+0.4% +$125 0.01% 238
2021
Q4 		$37K Buy
280
+2
+0.7% +$266 0.02% 191
2021
Q3 		$37K Buy
278
+1
+0.4% +$135 0.02% 232
2021
Q2 		$37K Buy
277
+2
+0.7% +$264 0.02% 233
2021
Q1 		$36K Buy
275
+1
+0.4% +$133 0.02% 228
2020
Q4 		$38K Buy
274
+2
+0.7% +$272 0.02% 207
2020
Q3 		$37K Buy
272
+2
+0.7% +$273 0.02% 160
2020
Q2 		$36K Sell
270
-12
-4% -$1.56K 0.02% 158
2020
Q1 		$35K Buy
282
+1
+0.4% +$127 0.03% 153
2019
Q4 		$36K Buy
281
+2
+0.7% +$255 0.02% 164
2019
Q3 		$36K Buy
279
+2
+0.7% +$252 0.02% 164
2019
Q2 		$34K Buy
277
+2
+0.7% +$240 0.02% 163
2019
Q1 		$33K Buy
275
+1
+0.4% +$116 0.02% 162
2018
Q4 		$31K Buy
274
+241
+730% +$27.1K 0.02% 162
2018
Q3 		$4K Hold
33
– – ﹤0.01% 200
2018
Q2 		$4K Hold
33
– – ﹤0.01% 208
2018
Q1 		$4K Hold
33
– – ﹤0.01% 201
2017
Q4 		$4K Buy
33
+1
+3% +$121 ﹤0.01% 201
2017
Q3 		$4K Hold
32
– – ﹤0.01% 204
2017
Q2 		$4K Hold
32
– – ﹤0.01% 176
2017
Q1 		$4K Hold
32
– – ﹤0.01% 170
2016
Q4 		$4K Hold
32
– – ﹤0.01% 167
2016
Q3 		$4K Buy
+32
New +$3.94K ﹤0.01% 162

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

Jackson Grant Investment Advisers's LQD Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 245 shares — an estimated $25K sold.

Jackson Grant Investment Advisers first reported a position in LQD in Q3 2016 and held it in 25 quarters. The position peaked at $38K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Jackson Grant Investment Advisers reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 245 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $25K.
  • Jackson Grant Investment Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2016 and held it in 25 quarters.
  • Jackson Grant Investment Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $38K in Q4 2020.
  • 1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.