Johnson Bixby & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Johnson Bixby & Associates’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	-2,632	Closed	-$270K	–	101
2022 Q3	$270K	Sell	2,632 -282	-10%	-$31.1K	0.07%	81
2022 Q2	$321K	Buy	2,914 +156	+6%	+$17.6K	0.08%	72
2022 Q1	$334K	Sell	2,758 -362	-12%	-$45.2K	0.09%	67
2021 Q4	$413K	Sell	3,120 -801	-20%	-$106K	0.11%	56
2021 Q3	$522K	Sell	3,921 -5	-0.1%	-$676	0.15%	44
2021 Q2	$529K	Sell	3,926 -514	-12%	-$67.8K	0.15%	43
2021 Q1	$577K	Sell	4,440 -10,801	-71%	-$1.44M	0.18%	36
2020 Q4	$2.1M	Buy	+15,241	New	+$2.08M	0.7%	23

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

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

Johnson Bixby & Associates's LQD Position: Q4 2022 in Review

Johnson Bixby & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 2,632 shares — an estimated $270K sold.

Johnson Bixby & Associates first reported a position in LQD in Q4 2020 and held it in 8 quarters. The position peaked at $2.1M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Johnson Bixby & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Johnson Bixby & Associates sold 2,632 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $270K.
Johnson Bixby & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Johnson Bixby & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.1M in Q4 2020.
1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Johnson Bixby & Associates's 13F filing for Q4 2022, filed 19 Jan 2023.