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Koss-Olinger Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-4,595
Closed -$609K – 223
2021
Q4 		$609K Buy
4,595
+965
+27% +$128K 0.09% 90
2021
Q3 		$483K Buy
3,630
+175
+5% +$23.7K 0.08% 117
2021
Q2 		$464K Buy
+3,455
New +$455K 0.07% 142

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Koss-Olinger Consulting's LQD Position: Q1 2022 in Review

Koss-Olinger Consulting sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 4,595 shares — an estimated $609K sold.

Koss-Olinger Consulting first reported a position in LQD in Q2 2021 and held it in 3 quarters. The position peaked at $609K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Koss-Olinger Consulting reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,595 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $609K.
  • Koss-Olinger Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $609K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Koss-Olinger Consulting's 13F filing for Q1 2022, filed 6 May 2022.