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Lutz Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lutz Financial Services’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
-2,289
Closed -$252K – 72
2022
Q2 		$252K Sell
2,289
-523
-19% -$59.1K 0.03% 65
2022
Q1 		$340K Buy
2,812
+5
+0.2% +$624 0.04% 55
2021
Q4 		$372K Buy
2,807
+11
+0.4% +$1.46K 0.05% 57
2021
Q3 		$372K Buy
2,796
+7
+0.3% +$946 0.05% 58
2021
Q2 		$375K Buy
2,789
+8
+0.3% +$1.05K 0.05% 57
2021
Q1 		$362K Sell
2,781
-27
-1% -$3.59K 0.05% 55
2020
Q4 		$388K Buy
2,808
+11
+0.4% +$1.5K 0.06% 53
2020
Q3 		$377K Sell
2,797
-155
-5% -$21.1K 0.07% 54
2020
Q2 		$397K Sell
2,952
-1,435
-33% -$187K 0.08% 51
2020
Q1 		$542K Sell
4,387
-1,728
-28% -$220K 0.12% 51
2019
Q4 		$783K Sell
6,115
-44
-0.7% -$5.6K 0.14% 48
2019
Q3 		$785K Buy
6,159
+25
+0.4% +$3.15K 0.15% 47
2019
Q2 		$763K Sell
6,134
-27
-0.4% -$3.24K 0.15% 46
2019
Q1 		$734K Buy
6,161
+57
+0.9% +$6.6K 0.15% 41
2018
Q4 		$689K Sell
6,104
-577
-9% -$64.9K 0.15% 47
2018
Q3 		$768K Buy
6,681
+607
+10% +$70K 0.17% 36
2018
Q2 		$696K Sell
6,074
-485
-7% -$55.8K 0.2% 31
2018
Q1 		$770K Sell
6,559
-182
-3% -$21.5K 0.23% 29
2017
Q4 		$819K Buy
+6,741
New +$816K 0.24% 33

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 $5.72T 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

Lutz Financial Services's LQD Position: Q3 2022 in Review

Lutz Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2022, closing a stake of 2,289 shares — an estimated $252K sold.

Lutz Financial Services first reported a position in LQD in Q4 2017 and held it in 19 quarters. The position peaked at $819K in Q4 2017. 988 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Lutz Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Lutz Financial Services sold 2,289 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $252K.
  • Lutz Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 19 quarters.
  • Lutz Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $819K in Q4 2017.
  • 988 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Lutz Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.