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Keystone Financial Group (Kentucky)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Keystone Financial Group (Kentucky)’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
Q3 		– Sell
-2,054
Closed -$226K – 295
2022
Q2 		$226K Sell
2,054
-239
-10% -$27K 0.04% 254
2022
Q1 		$277K Buy
2,293
+131
+6% +$16.3K 0.05% 240
2021
Q4 		$287K Sell
2,162
-198
-8% -$26.3K 0.05% 246
2021
Q3 		$314K Sell
2,360
-62
-3% -$8.38K 0.06% 223
2021
Q2 		$325K Buy
2,422
+159
+7% +$21K 0.06% 214
2021
Q1 		$294K Buy
2,263
+248
+12% +$33K 0.06% 216
2020
Q4 		$278K Buy
2,015
+6
+0.3% +$817 0.06% 207
2020
Q3 		$271K Buy
2,009
+69
+4% +$9.41K 0.07% 190
2020
Q2 		$261K Buy
+1,940
New +$252K 0.07% 184
2020
Q1 		– Sell
-1,578
Closed -$202K – 230
2019
Q4 		$202K Buy
+1,578
New +$201K 0.05% 239
2018
Q2 		– Sell
-2,078
Closed -$243K – 176
2018
Q1 		$243K Buy
+2,078
New +$245K 0.14% 130

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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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s LQD Position: Q3 2022 in Review

Keystone Financial Group (Kentucky) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,054 shares — an estimated $226K sold.

Keystone Financial Group (Kentucky) first reported a position in LQD in Q1 2018 and held it in 11 quarters. The position peaked at $325K in Q2 2021. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Keystone Financial Group (Kentucky) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,054 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $226K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
  • Keystone Financial Group (Kentucky)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $325K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2022, filed 10 Nov 2022.