JBA
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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
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 $5.7T 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 $431B 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