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Laurel Wealth Advisors (California)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Laurel Wealth Advisors (California)’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 		$627K Buy
5,943
+963
+19% +$101K 0.06% 311
2022
Q3 		$510K Sell
4,980
-869
-15% -$95.8K 0.05% 335
2022
Q2 		$644K Sell
5,849
-481
-8% -$54.3K 0.07% 303
2022
Q1 		$765K Sell
6,330
-141
-2% -$17.6K 0.06% 300
2021
Q4 		$858K Buy
6,471
+1,308
+25% +$174K 0.07% 304
2021
Q3 		$687K Sell
5,163
-83
-2% -$11.2K 0.13% 188
2021
Q2 		$705K Sell
5,246
-2,485
-32% -$328K 0.09% 221
2021
Q1 		$1M Buy
7,731
+3,627
+88% +$483K 0.15% 162
2020
Q4 		$567K Sell
4,104
-413
-9% -$56.2K 0.08% 224
2020
Q3 		$609K Sell
4,517
-415
-8% -$56.6K 0.1% 202
2020
Q2 		$663K Sell
4,932
-177
-3% -$23K 0.12% 181
2020
Q1 		$631K Sell
5,109
-942
-16% -$120K 0.15% 170
2019
Q4 		$774K Buy
6,051
+259
+4% +$33K 0.13% 185
2019
Q3 		$738K Buy
5,792
+34
+0.6% +$4.28K 0.13% 185
2019
Q2 		$716K Buy
5,758
+2,383
+71% +$286K 0.16% 150
2019
Q1 		$402K Sell
3,375
-53
-2% -$6.14K 0.1% 230
2018
Q4 		$386K Sell
3,428
-1,504
-30% -$169K 0.11% 205
2018
Q3 		$566K Sell
4,932
-174
-3% -$20.1K 0.14% 166
2018
Q2 		$584K Sell
5,106
-136
-3% -$15.7K 0.16% 144
2018
Q1 		$615K Sell
5,242
-207
-4% -$24.5K 0.19% 121
2017
Q4 		$662K Buy
5,449
+1,392
+34% +$168K 0.19% 128
2017
Q3 		$491K Hold
4,057
– – 0.16% 147
2017
Q2 		$488K Sell
4,057
-22
-0.5% -$2.63K 0.17% 149
2017
Q1 		$480K Sell
4,079
-1
-0% -$117 0.19% 139
2016
Q4 		$478K Sell
4,080
-950
-19% -$113K 0.21% 122
2016
Q3 		$620K Sell
5,030
-137
-3% -$16.9K 0.29% 93
2016
Q2 		$634K Sell
5,167
-1,340
-21% -$161K 0.3% 91
2016
Q1 		$773K Sell
6,507
-721
-10% -$82.8K 0.39% 73
2015
Q4 		$824K Buy
+7,228
New +$836K 0.43% 67

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Financial Engines Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LQD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q4 2022, buying an estimated $101K and bringing the position to 5,943 shares worth $627K. The position accounts for 0.06% of the portfolio, ranked #311.

Laurel Wealth Advisors (California) first reported a position in LQD in Q4 2015 and has held it in 29 quarters since. The position peaked at $1M in Q1 2021. 1,019 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,943 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $627K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 963 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $101K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #311 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1M in Q1 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.