Madden Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Madden Advisory 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 Q2	–	Sell	-2,687	Closed	-$325K	–	82
2022 Q1	$325K	Buy	2,687 +398	+17%	+$49.6K	0.22%	60
2021 Q4	$303K	Buy	+2,289	New	+$304K	0.2%	62
2018 Q3	–	Sell	-7,351	Closed	-$842K	–	78
2018 Q2	$842K	Sell	7,351 -491	-6%	-$56.5K	0.53%	46
2018 Q1	$920K	Buy	7,842 +988	+14%	+$117K	0.56%	44
2017 Q4	$833K	Buy	6,854 +2,687	+64%	+$325K	0.5%	49
2017 Q3	$505K	Buy	4,167 +285	+7%	+$34.4K	0.32%	68
2017 Q2	$467K	Buy	3,882 +1,054	+37%	+$126K	0.31%	68
2017 Q1	$333K	Buy	2,828 +1,098	+63%	+$129K	0.21%	73
2016 Q4	$202K	Buy	+1,730	New	+$206K	0.14%	81
2014 Q2	–	Sell	-39	Closed	-$5K	–	380
2014 Q1	$5K	Buy	+39	New	+$4.52K	﹤0.01%	301

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Madden Advisory Services's LQD Position: Q2 2022 in Review

Madden Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2022, closing a stake of 2,687 shares — an estimated $325K sold.

Madden Advisory Services first reported a position in LQD in Q1 2014 and held it in 10 quarters. The position peaked at $920K in Q1 2018. 1,006 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Madden Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Madden Advisory Services sold 2,687 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $325K.
Madden Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 10 quarters.
Madden Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $920K in Q1 2018.
1,006 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Madden Advisory Services's 13F filing for Q2 2022, filed 29 Jul 2022.