Mayfair Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mayfair Advisory Group’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
2023 Q1	–	Sell	-8,800	Closed	-$959K	–	123
2022 Q4	$959K	Buy	8,800 +3	+0%	+$314	1.22%	21
2022 Q3	$915K	Hold	8,797	–	–	1.29%	17
2022 Q2	$1.01M	Buy	+8,797	New	+$993K	1.33%	17

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JSTA

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Mayfair Advisory Group's LQD Position: Q1 2023 in Review

Mayfair Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2023, closing a stake of 8,800 shares — an estimated $959K sold.

Mayfair Advisory Group first reported a position in LQD in Q2 2022 and held it in 3 quarters. The position peaked at $1.01M in Q2 2022. 1,010 funds tracked by Wall St. Rank hold LQD as of Q1 2023.

Mayfair Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Mayfair Advisory Group sold 8,800 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $959K.
Mayfair Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
Mayfair Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.01M in Q2 2022.
1,010 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Mayfair Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.