Milestone Advisory Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Milestone Advisory Partners’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 Q3	$651K	Hold	6,385	–	–	0.54%	35
2023 Q2	$690K	Hold	6,385	–	–	0.63%	32
2023 Q1	$700K	Hold	6,385	–	–	0.65%	32
2022 Q4	$673K	Hold	6,385	–	–	0.5%	30
2022 Q3	$654K	Hold	6,385	–	–	0.49%	33
2022 Q2	$710K	Hold	6,385	–	–	0.58%	32
2022 Q1	$772K	Hold	6,385	–	–	0.42%	39
2021 Q4	$846K	Hold	6,385	–	–	0.43%	37
2021 Q3	$849K	Buy	6,385 +2,248	+54%	+$304K	0.5%	34
2021 Q2	$556K	Sell	4,137 -319	-7%	-$42K	0.29%	46
2021 Q1	$580K	Hold	4,456	–	–	0.31%	36
2020 Q4	$616K	Hold	4,456	–	–	0.35%	37
2020 Q3	$600K	Hold	4,456	–	–	0.37%	28
2020 Q2	$599K	Hold	4,456	–	–	0.35%	29
2020 Q1	$550K	Sell	4,456 -4,000	-47%	-$510K	0.38%	22
2019 Q4	$1.08M	Buy	8,456 +410	+5%	+$52.2K	0.57%	25
2019 Q3	$1.03M	Hold	8,046	–	–	0.58%	23
2019 Q2	$1M	Buy	8,046 +1,680	+26%	+$202K	0.61%	23
2019 Q1	$758K	Hold	6,366	–	–	0.49%	26
2018 Q4	$716K	Hold	6,366	–	–	0.62%	23
2018 Q3	$732K	Hold	6,366	–	–	0.52%	29
2018 Q2	$729K	Hold	6,366	–	–	0.54%	28
2018 Q1	$747K	Hold	6,366	–	–	0.56%	26
2017 Q4	$774K	Buy	+6,366	New	+$770K	0.58%	26

Other funds holding LQD

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Milestone Advisory Partners's LQD Position: Q3 2023 in Review

Milestone Advisory Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2023 at 6,385 shares worth $651K. The position accounts for 0.54% of the portfolio, ranked #35.

Milestone Advisory Partners first reported a position in LQD in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2019. 1,028 funds tracked by Wall St. Rank hold LQD as of Q3 2023.

Milestone Advisory Partners held 6,385 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $651K as of Q3 2023.
Milestone Advisory Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2023.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.54% of Milestone Advisory Partners's portfolio in Q3 2023, its #35 holding.
Milestone Advisory Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 24 quarters since.
Milestone Advisory Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.08M in Q4 2019.
1,028 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.