Lehman & Derafelo Financial Resources’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lehman & Derafelo Financial Resources’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	-24	Closed	-$2K	–	159
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	194
2022 Q2	$3K	Buy	+24	New	+$2.71K	﹤0.01%	196
2021 Q4	–	Sell	-24	Closed	-$3K	–	158
2021 Q3	$3K	Sell	24 -1	-4%	-$135	﹤0.01%	191
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	215
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	216
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	217
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	259
2020 Q2	$3K	Buy	+25	New	+$3.25K	﹤0.01%	243
2019 Q3	–	Sell	-14	Closed	-$2K	–	200
2019 Q2	$2K	Sell	14 -5	-26%	-$600	﹤0.01%	178
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	178
2018 Q4	$2K	Buy	+19	New	+$2.14K	﹤0.01%	168

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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

Lehman & Derafelo Financial Resources's LQD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2022, closing a stake of 24 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in LQD in Q4 2018 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 1,018 funds tracked by Wall St. Rank hold LQD as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 24 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $2K.
Lehman & Derafelo Financial Resources first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3K in Q2 2022.
1,018 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.