JNBA Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

JNBA Financial 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
2023 Q2	–	Sell	-5	Closed	-$549	–	733
2023 Q1	$549	Buy	+5	New	+$541	﹤0.01%	698
2022 Q3	–	Sell	-474	Closed	-$52K	–	723
2022 Q2	$52K	Buy	+474	New	+$53.5K	0.01%	274
2019 Q2	–	Sell	-18	Closed	-$2K	–	688
2019 Q1	$2K	Buy	+18	New	+$2.08K	﹤0.01%	507
2018 Q4	–	Sell	-262	Closed	-$30K	–	646
2018 Q3	$30K	Buy	+262	New	+$30.2K	0.01%	270
2016 Q4	–	Sell	-69	Closed	-$8K	–	962
2016 Q3	$8K	Sell	69 -105	-60%	-$12.9K	﹤0.01%	1092
2016 Q2	$21K	Hold	174	–	–	0.01%	286
2016 Q1	$21K	Buy	174 +169	+3,380%	+$19.4K	0.01%	282
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	496
2015 Q3	$1K	Hold	5	–	–	﹤0.01%	504
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	503
2015 Q1	$1K	Hold	5	–	–	﹤0.01%	507
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	519
2014 Q3	$1K	Hold	5	–	–	﹤0.01%	556
2014 Q2	$1K	Hold	5	–	–	﹤0.01%	484
2014 Q1	$1K	Hold	5	–	–	﹤0.01%	455
2013 Q4	$1K	Hold	5	–	–	﹤0.01%	416
2013 Q3	$1K	Buy	+5	New	+$566	﹤0.01%	402

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

JNBA Financial Advisors's LQD Position: Q2 2023 in Review

JNBA Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2023, closing a stake of 5 shares — an estimated $549 sold.

JNBA Financial Advisors first reported a position in LQD in Q3 2013 and held it in 17 quarters. The position peaked at $52K in Q2 2022. 1,011 funds tracked by Wall St. Rank hold LQD as of Q2 2023.

JNBA Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 5 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $549.
JNBA Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and held it in 17 quarters.
JNBA Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $52K in Q2 2022.
1,011 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.